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California Data Center Intel
Latest data center news, projects, power and policy across California — updated daily.
California · Construction & power moves · 1
full tracker →Land, power, and interconnection moves across California — each traced to primary filings.
Top JUST IN — California
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CAISO schedules Large Loads Initiative stakeholder meeting and draft final proposal comment period
Source: California ISO · Sep 10, 2026According to CAISO, the ISO will host a hybrid stakeholder meeting on Oct. 1, 2026 for the Large Loads Initiative, post a draft final proposal on Sep. 24, 2026, and open comments due by Oct. 15, 2026. CAISO also says stakeholders will review the proposal before it goes to the Board of Governors and before the ISO files tariff language with FERC, indicating an active regulatory process for large loads in California.
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Initiative: Additional discussion of operational and technical requirements, call on 8/24/26
Source: California ISO · Aug 17, 2026California ISO said it scheduled an additional stakeholder meeting for the Large Loads Initiative “to provide additional time, if needed, to discuss the operational and technical requirements” in the Large Loads Straw Proposal and Large Loads Technical Requirements Straw Proposal, with topics including “Operational requirements” and “Technical requirements” (California ISO, Aug. 17, 2026). The notice also says the Aug. 24 meeting was contingent and ultimately unnecessary because “We were able to cover all of the material and will no longer need the meeting on 8/24.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Initiative: Straw proposal posted, meeting on 8/19/26
Source: California ISO · Aug 12, 2026California ISO says that, following the FERC “June 18, 2026, Order to Show Cause,” its Large Loads Initiative is the “primary forum” for possible “tariff, policy, and process enhancements” affecting large-load integration on the ISO-controlled grid, including “planning, interconnection, transmission service, reliability, and operational considerations.” CAISO also says the straw proposal will address “Cost Shifting Risk Among Transmission Customers,” “Co-Location Arrangements and Load with Behind the Meter Generation,” and “Interconnection Customers Serving Electrically Proximate Large Load and Co-Located Load.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Considerations: Comment deadline on information session moved to 2/25/26
Source: California ISO · Feb 12, 2026California ISO said it “has moved the deadline for written comments on the Large Load Considerations issue paper and Feb. 5 meeting discussion to Feb. 25, 2026,” and asked stakeholders to submit comments by end of day Feb. 25, 2026. The notice also says the “issue paper, presentation, and meeting recording are available” on CAISO’s Large Load webpage.
Backed by 1 primary filing — sign in or book a call to see all sources.
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2025 Draft Participating Transmission Owner Per Unit Cost Guides Posted
Source: California ISO · Apr 03, 2025CAISO said it “has posted the Draft Per Unit Cost Guides” and that “participating transmission owners update and publish per unit costs annually as part of the current interconnection study cycle for estimating the cost of facilities required to interconnect resources,” with written comments due by April 30, 2025, according to the California ISO notice.
Backed by 1 primary filing — sign in or book a call to see all sources.
Recent California data center news
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Google partners with MN8 Energy and Eos on West Virginia solar-plus-LDES project
Google, MN8 Energy, and Eos Energy Enterprises have announced the Mammoth Solar project in Kanawha County, West Virginia, combining solar, long-duration energy storage, and lithium-ion storage. The announcement also includes a separate Google PPA with Fervo Energy in Utah.
- Mammoth Solar will combine 86MW solar, 10MW/100MWh Eos Z3 LDES, and 70MW/280MWh Li-ion BESS on the PJM grid; commercial operation is expected in 2028, with storage follow-on in 2029 and 2030.
- MN8 says the project could involve up to US$350 million of capital investment and about US$4 million in property tax revenue over the first 20 years; construction is projected to create roughly 200 jobs.
- Google will buy the project’s energy, capacity, and clean energy attributes; MN8 says it is the first commercial-scale LDES deployment in West Virginia and the first project under the previously announced 750MWh MN8-Eos master supply agreement from October 2025.
- Separately, Google announced a 396MW PPA with Fervo Energy for the Cape Station enhanced geothermal project in Utah, with an option to expand by about 600MW by June 2030.
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Uber To Lay Off 200-250 Employees In India Amid Global Restructuring
Uber has announced a global restructuring that will cut about 3,300 roles worldwide and 200-250 jobs in India. - The company said the changes will remove management layers, consolidate functions, and affect technology and operations teams in India, with nearly half of the AI Solutions team reportedly impacted.
- Uber also said it will ask most remote employees to return to the office, keep a hybrid policy of three office days per week, and invest more than $10 Bn in autonomous vehicle technology over the coming years.
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AWS Wires a New US AI Route Across the Pacific
Amazon Web Services has announced plans to build the Sta’O’Nuk subsea cable, a 420 Tbps trans-Pacific route between Japan and Washington State, with service targeted for 2029.
- The cable will use 20 fiber pairs and is intended to support distributed large language model training, financial transactions, edge computing, and video streaming; AWS says it will add a new US landing point for trans-Pacific traffic.
- Toptana Technologies is developing a landing station in Ocean Shores, Washington, initially designed for up to four subsea cable systems and expandable to 16; the project will connect to Seattle and Hillsboro, Oregon via terrestrial backhaul along the Interstate 5 corridor.
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VMware by Broadcom: Product, service and support news
Broadcom has announced multiple VMware-related product and support changes, including a new AI infrastructure stack and a slower release cadence.
- At VMware Explore in Las Vegas on Aug. 31, 2026, Broadcom announced the VMware AI Factory, a new packaged AI infrastructure stack, plus a new agent governance platform and an open-source security portfolio.
- Broadcom also said enterprises will be able to run production AI on-premises with VMware Private AI Cloud; separately, VMware’s release cycle is shifting from 2 years to 3 years, and VCF 9.0 support is being extended to 6 years instead of 5.
- The article is a timeline and analysis of Broadcom’s VMware strategy since the May 2022 acquisition announcement; it also references earlier deals, lawsuits, licensing changes, layoffs, and other market reactions.
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ONE Nuclear Energy executes LOI for 2.88GWh BESS and gas plant co-located with Louisiana data centre
ONE Nuclear Energy has announced a binding letter of intent to develop Project Cayman, a 2.88GW natural gas plant and 700MW/2.88GWh battery energy storage system co-located with a high-capacity data centre campus in Louisiana.
- The LOI was executed on 31 August with an unnamed prominent Louisiana landowner group for the Project Cayman site near RiverPlex MegaPark and northeast of SpaceX’s recently announced infrastructure development.
- ONE Nuclear said the project supports Entergy’s transmission expansion, and that community outreach will run from September through December with public information meetings involving local parishes, agencies, and other stakeholders.
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Could Fiber Be the Next Big Bottleneck in Data Center Growth?
This article is commentary and analysis about fiber connectivity as a data center infrastructure constraint, not a first-time announcement by a specific company.
- It argues that enterprise-grade fiber is becoming as important as power and water for data center growth, citing Zayo’s 2025 Bandwidth Report and noting data center bandwidth purchased grew about 330% in the early 2020s.
- It suggests operators prioritize fiber availability, map competitive demand, and use incentives with carriers; it also mentions AWS SiteLink and Azure ExpressRoute Global Reach as alternative connectivity options.
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India’s power needs are surging. So why is solar going to waste?
India is facing rising solar curtailment as demand surges and grid limits prevent all clean power from being used.
- The article says India curtailed nearly 11 terawatt-hours of solar generation in the last 15 months, even as heat and weak monsoon rains pushed up electricity demand; Neshwin Rodrigues of Ember said, “We’re in a stage where some of the biggest hurdles in renewables are starting to hit us.”
- It attributes the problem to insufficient transmission, storage, and grid flexibility, with Vibrant Energy CEO Vinay Pabba and Ingro Energy CEO Ankit Mittal warning that curtailment hurts developers and that storage is needed to avoid it; the piece also says India is targeting 500 GW of clean electricity capacity by 2030 and expects about 74 GW of storage needs by 2032.
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California Judge Orders Full Environmental Review of 330 MW Data Center
Imperial County Superior Court has tentatively ruled that Imperial County must set aside key approvals and complete a full CEQA environmental review before construction can proceed on Imperial Valley Computer Manufacturing, LLC’s proposed 330 MW data center.
- Judge L. Brooks Anderholt found the County improperly treated approvals as ministerial and relied on a 2017 environmental review that did not analyze the current project; the proposed remedy would require an Environmental Impact Report (EIR) before grading, construction, or other physical development.
- The project is described as a roughly 950,000-square-foot facility on about 75 acres southeast of Aten Road and Clark Road, with a 330 MW load, 330 MW substation, 862 MWh BESS, four 500,000-gallon water tanks, a six-acre retention basin, and 132 natural gas generators; it also requires transmission interconnections with the Imperial Irrigation District (IID).
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Ansaldo Returns to U.S. Gas Turbine Market as Equipment Crunch Widens Supplier Field
Ansaldo Energia has announced an order to supply Pacifico Energy with eight AE64.3A gas turbines and associated generators for a Texas data center power project.
- First equipment deliveries are scheduled for 2027; the eight units represent about 624 MW of nominal generating capacity based on the 78-MW simple-cycle rating.
- The article says the project supports major data center infrastructure and places Ansaldo back in the U.S. generation market after more than 30 years; Pacifico Energy has separately identified Texas projects including GW Ranch and Fort Spunky.
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US utility-scale battery energy storage capacity almost doubled during first 18 months of Trump’s second term
The Solar Energy Industries Association and Benchmark Mineral Intelligence have published the Q3 2026 US Energy Storage Market Outlook, reporting record US battery storage deployments in Q2 2026.
- The report says 6.7GW/20.2GWh of new battery energy storage systems came online between March and end-June 2026, with 17.9GWh in utility-scale projects and 56% of utility-scale capacity standalone.
- It also says Arizona, Texas and Utah accounted for much of the quarter’s growth, while the C&I segment benefited from the expansion of data centres and onsite power needs; SEIA and Benchmark also raised their 2030 forecast to 683GWh.
- The article references earlier announcements and policy developments, including Illinois’ 3GW by 2030 target, Virginia’s expanded 20GW-plus target, Nebraska’s framework for first BESS developments, and FERC show cause orders on large-load grid connections.