California Data Center Intel

Recent California data center news

• Jul 20, 2026

  Arista Networks Introduces AI-Driven Zero Trust Branch

  Arista Networks has announced the launch of its new AI-driven Edge Threat Management (ETM) for VeloCloud SD-WAN, adding integrated zero trust security for enterprise branch offices.

  • ETM is positioned as an software upgrade option for VeloCloud SD-WAN, with features including advanced firewalling, threat prevention, zone-based segmentation, Geo-IP filtering, DNS filtering, and AI-powered policy insights.
  • The solution will be generally available in Q4 2026 and will work with all current VeloCloud hardware and virtual edge platforms; Arista says it leverages Arista AVA features such as Policy Explainer and Traffic Simulation.
  • The release includes customer commentary from T&A SYSTEME GmbH and MetTel, and presents ETM as part of Arista’s broader secure networking strategy from client to cloud.
• Jul 20, 2026

  Sheetz replaces VMware at more than 830 stores

  Sheetz has announced a network-wide migration from VMware to StorMagic’s SvHCI platform across more than 830 retail locations.

  • Sheetz is replacing VMware with StorMagic’s SvHCI across 830+ retail locations, with more than 600 stores already migrated and about 200 store conversions per month.
  • The rollout is being done remotely, without hardware upgrades or on-site IT visits, and will continue using existing Dell PowerEdge R440 and R450 servers; Sheetz says the project should finish in about four months.
  • Sheetz previously used StorMagic’s SvSAN with VMware starting in 2020 to support in-store applications including payment processing, loyalty programs, kitchen management, and store operations.
• Jul 20, 2026

  At SIGGRAPH, NVIDIA Advances Graphics and Simulation With Agentic and Physical AI

  NVIDIA has announced a set of AI, graphics, simulation, and physical AI updates at SIGGRAPH, including new products and partner integrations across creative tools, media verification, edge AI, and local agent workflows.

  • NVIDIA announced the Synthetic Video Detector NVIDIA NIM microservice for editorial and media workflows, and said it analyzes video frame by frame to score whether content is synthetic.
  • NVIDIA also highlighted Cosmos 3 Edge, NVIDIA Agent Toolkit on DGX Station, and research papers on motion, scene capture, physics, and generative control; the post is a conference roundup and product showcase rather than a single standalone deal announcement.
• Jul 20, 2026

  Bristol Myers Squibb Building Life Science Industry’s Most Advanced AI Factory on NVIDIA Vera Rubin 

  Bristol Myers Squibb has announced it is deploying its second NVIDIA DGX SuperPOD, built on eight DGX Vera Rubin NVL72 systems, to expand AI-driven drug discovery across its global research organization.

  • The new system will be combined with BMS’s existing DGX SuperPOD into a unified environment with a single data plane accessible from every BMS site globally.
  • BMS says the new cluster delivers up to 10x performance per megawatt versus the infrastructure it replaces and will support predictions, model training, and agentic workflows across the drug discovery pipeline.
  • Researchers will use NVIDIA BioNeMo Agent Toolkit and NVIDIA Mission Control; the company says complex predictions will be initiated in plain English.
  • BMS says the earlier DGX SuperPOD has been in use for about three years and has already helped with target identification, CELMoD compound expansion, and lead optimization.
  • The article is a company/news-style feature describing a new deployment and related capabilities, not a financial disclosure or pricing announcement.
• Jul 17, 2026

  The AI Infrastructure Split Screen: Capital Rush Meets Community Resistance

  Data Center Frontier has published an analysis of the mid-July AI infrastructure market, combining public-market activity, project announcements, financing moves, and local permitting disputes.

  • Capital markets: Csquare priced 50 million shares at $21 to raise about $1.05 billion and implied an equity value of roughly $3.2 billion; Switch was linked to a potential $10 billion IPO and near $80 billion valuation including debt; Databricks signed a term sheet for a financing at a $188 billion valuation with the Wall Street Journal reporting about $3 billion in new investment.
  • Project and policy developments: Meta said its Hyperion expansion in Louisiana could reach 5 GW and more than $50 billion; Google was tied to a 2.7 GW Project Tembo in Wyoming; New York Gov. Kathy Hochul ordered an up-to-one-year pause on discretionary environmental permitting for certain hyperscale data centers; Palm Beach County commissioners rejected Project Tango by 5–1 after a roughly 12-hour hearing.
  • The article is a broad market commentary and synthesis, not a single original company announcement. It references multiple first-reported deals and filings, while also citing local opposition, power constraints, and community consent as central themes.
• Jul 17, 2026

  Right-Sizing Data Centers: How to Match Footprint to Real-World Demand

  The article explains a framework for right-sizing data centers and argues that bigger is not always better.

  • It compares the size spectrum from edge and micro data centers to hyperscale campuses, emphasizing that deployments should be sized around actual business needs.
  • It discusses factors for planning footprint, including IT load, server classes, rack density, cooling, materials, and phased expansion; examples cited include AWS’s 1,200-acre Project Rainer in New Carlisle, Indiana, and CoreSite’s LA1 in Los Angeles.
• Jul 16, 2026

  Cyclotron Road Welcomes 11 New Entrepreneurial Fellows

  The U.S. Department of Energy has announced the 2026 Cyclotron Road cohort at Lawrence Berkeley National Laboratory.

  • 11 fellows were selected, adding 9 companies to the program and bringing Cyclotron Road’s totals to 100 companies and 131 fellows.
  • Fellows receive two years of research funding, a living stipend, entrepreneurial training with Activate, and access to Berkeley Lab facilities; the announcement also cites alumnus Fervo Energy raising $1.89 billion and reaching an initial valuation above $10 billion.
• Jul 15, 2026

  Comparing Space-Driven Data Center Strategies: Modular Satellites vs. Integrated Rocket Nodes

  Data Center Frontier is commenting on two first-time regulatory filings for orbital AI data centers by Orbital Compute and Cowboy Space Corporation. Both proposals remain speculative and are described as ambitions rather than approved deployments.

  • Orbital Compute has filed plans for a 100,000-satellite constellation that could provide 10 gigawatts of AI computing capacity, starting with Pathfinder on a SpaceX Falcon 9 rideshare mission in 2027 and Orbital-1 in 2028.
  • Cowboy Space Corporation filed for Stampede, a 20,000-satellite system with megawatt-class nodes, targeting a first launch in 2028; the company also disclosed a $275 million Series B in May at a reported $2 billion valuation, while Orbital raised $5 million pre-seed in June.
• Jul 15, 2026

  How the Genesis Mission’s American Science Cloud Advances Innovation

  Lawrence Berkeley National Laboratory is highlighting its role in the American Science Cloud (AmSC) as part of the Genesis Mission.

  • Inder Monga, Director of the Scientific Networking Division at Berkeley Lab and Executive Director of ESnet, says AmSC is the foundational infrastructure layer for open science within the Genesis Mission and connects DOE labs, user facilities, commercial cloud services, and frontier AI models.
  • Berkeley Lab is contributing through project and product leadership, science use cases such as SYNAPS-I, and infrastructure integration with NERSC, ESnet, and the High Performance Data Facility; the piece also says AmSC was launched in October 2025.
• Jul 14, 2026

  Climate Change Solutions - July 14, 2026

  The Environmental and Energy Study Institute (EESI) has published a climate and energy newsletter highlighting recent articles, congressional actions, and upcoming briefings.

  • Main announcement/action: EESI promotes an online briefing with the Natural Resources Defense Council on Thursday, July 16 at noon about tracking and reducing nitrogen fertilizer use, associated emissions, and lowering costs for farmers.
  • Background and other details: The newsletter also references a House vote on the SECURE Grid Act (H.R. 7257), a future briefing on severe drought on July 24, and archived materials on extreme heat, grid resilience, and data centers.
  • The issue is presented as a newsletter / event roundup rather than a standalone policy announcement by a company, and it includes EESI contact information at the end.