California Data Center Intel

Recent California data center news

• Mar 3, 2026

  AMD accelerates telecom network AI

  AMD announced its EPYC 8005 server CPUs and showcased end-to-end AI and networking technologies at Mobile World Congress 2026.

  • EPYC 8005 announcement: AMD presented the EPYC 8005 server CPUs as edge-optimized processors targeted at telco deployments, emphasizing high compute density for vRAN workloads including compute-intensive Layer 1 processing; the processors support wide thermal operating ranges enabling OEMs to certify NEBS-compliant rugged/outdoor platforms and small-form-factor systems.
  • Ecosystem and implementation details: AMD is participating in the GSMA-led Open Telco AI initiative where AT&T is contributing Open Telco models, AMD provides compute (AMD Instinct GPUs used to train models running the ROCm software stack) and TensorWave offers hosting infrastructure; AMD also positioned its Enterprise AI Suite as the production layer (Kubernetes-native, model serving, governance, validated workflows). No specific multi-party implementation timeline was provided in the article.
• Mar 3, 2026

  Data center news: DTE Energy’s data center pipeline could require power of 6 nuclear plants

  DTE Energy is seeking to allocate over 4.4 gigawatts of electricity to data center projects across Michigan, a demand a researcher said is equivalent to six Palisades Nuclear Plants.

  • Main announcement/action: DTE Energy is pursuing allocation of 4.4 GW to proposed data center projects across Michigan; one Saline Township project alone would represent 25% of DTE’s current load and the scale of proposals is creating major interconnection and grid-planning challenges (researcher quoted to WKAR-FM). Many projects are in lengthy interconnection queues and may never be built.
  • Background and related facts: Indiana Michigan Power says revenue from massive AI data center projects (including an Amazon Web Services 2.2-GW complex) will allow it to lower electric rates for Indiana customers and could be replicated in Michigan if regulators approve a new large-load tariff; local governments are responding with measures including Ypsilanti’s expected vote on a data center moratorium (two measures: a 60-day emergency ordinance and a 365-day resolution by Amber Fellows). Additional concrete items: AWS reported drone strikes that damaged data centers in the UAE and Bahrain causing prolonged service disruptions; California-based Raeden submitted plans for an inference data center in Gibraltar requiring 100 megawatts from DTE and 200–500 gallons/day of cooling water (public informational meeting scheduled for March 11 at the Gil Talbert Community Center to review the site plan); research (Sightline Climate / Latitude Media) estimates 30–50% of large data centers planned to open in 2026 may be delayed and cites 16 GW of global planned capacity for the year (only 5 GW under construction).
• Mar 3, 2026

  What is The Open Compute Project (OCP) Project Deschutes?

  Boyd showcased the ROL4000 Coolant Distribution Unit (CDU) at the 2025 Open Compute Project Global Summit in San Jose, California.

  • Main announcement: Boyd presented the ROL4000 CDU which meets Google’s two-megawatt Project Deschutes CDU requirements, including 2 megawatts cooling capacity, an aggressive 3°C approach temperature difference (ATD), 80 PSI available pressure, 0.2-micron side stream filtration, fully redundant power feeds for each pump circuit, a 230VAC convenience port, and IEEE 519 Ultra Low Harmonic Distortion (ULHD) Variable Frequency Drives for clean facility power.
  • Background and details: The ROL4000 is described as a compact, modular retrofit-capable platform intended for enterprise, cloud, and hyperscale data centers, aligned to the Open Compute Project’s interoperable designs; Boyd noted global manufacturing and support across North America, Europe, and Asia Pacific, and promoted modular architecture to simplify integration with existing data center infrastructure.
• Mar 3, 2026 · IT Brief Asia

  Lightstorm & Arrcus bring AI-ready networks to Asia-Pacific

  Lightstorm and Arrcus have announced a strategic partnership to deliver AI-optimised, policy-driven networking for distributed AI inference and training across Asia-Pacific.

  • Partnership details: The collaboration integrates Arrcus’ programmable, AI-aware routing and networking software with Lightstorm’s Polarin NaaS platform to provide API-driven, policy-aware connectivity for AI cloud providers, enterprises and infrastructure operators running workloads across multiple data centres. The system targets real-time inference (consistent latency) and distributed training (deterministic bandwidth and synchronization).
  • Deployment and technical approach: The offering uses automated, policy-driven controls and API orchestration so customers can provision connectivity based on workload and business policies; it is available across Lightstorm’s fibre network spanning India and other Asia-Pacific markets. Design constraints highlighted include data sovereignty and programmability for dynamic provisioning.
• Mar 2, 2026

  New Year, New Deadlines: Does your HVAC and other refrigerant-containing equipment comply with EPA’s new January requirements?

  The U.S. Environmental Protection Agency (EPA) implemented new requirements under the AIM Act’s ER&R Program and Technology Transitions Program effective January 1, 2026.

  • Main action:EPA effective Jan. 1, 2026: new operational and installation prohibitions and requirements for appliances containing HFCs under the ER&R Program and Technology Transitions Program, including leak repair rules (repair within 30 days or 120 days if process shutdown required), automatic leak detection (ALD) mandates for appliances ≥1,500 lb (new installs by Jan. 1, 2026; retrofits for 2017–2025 equipment by Jan. 1, 2027), a 15% cap on reclaimed refrigerant containing virgin HFC by weight (effective Jan. 1, 2026), and fire suppression-specific requirements (training deadlines and HFC recovery prior to disposal).
  • Context and timing: EPA’s rulemaking text (ER&R final rule Oct. 11, 2024; Technology Transitions references Oct. 24, 2023) and a proposed rule (90 Fed. Reg. 47999, Oct. 3, 2025) seek to extend or modify some installation deadlines (e.g., process refrigeration, chillers, supermarket and cold storage systems, data centers). EPA has stated enforcement for sectors under reconsideration is a “low enforcement priority” until modifications are finalized; current deadlines remain effective unless and until EPA finalizes changes.
• Mar 2, 2026

  BlackRock, EQT Lead $33 Billion Acquisition of AES

  An investor consortium led by BlackRock’s infrastructure unit Global Infrastructure Partners (GIP) and EQT announced a definitive agreement to acquire U.S.-based energy company AES for an enterprise value of $33.4 billion.

  • Transaction details: The consortium agreed to acquire AES for $15.00 per share in cash, representing a total equity value of $10.7 billion and net debt of $22.7 billion, for an enterprise value of $33.4 billion; the transaction is expected to close in late 2026 or early 2027.
  • Context and implementation: The announcement cites substantial capital needs to fund AES’s U.S. renewables and utilities growth beyond 2027, noting “new generation, primarily to serve data centers, requires significant capital for growth.” Co-underwriters include CalPERS and QIA; the article also references related prior deals (Blackstone’s $11.5 billion TXNM acquisition and BlackRock’s $12.5 billion purchase of GIP in 2024).
• Mar 2, 2026

  Battery energy storage systems no longer just for backup: NeoVolta

  NeoVolta announced a joint venture with PotisEdge in January to build a U.S. BESS manufacturing platform in Pendergrass, Georgia.

  • Main announcement: NeoVolta and PotisEdge launched a joint venture to develop a domestic BESS manufacturing platform in Pendergrass, Georgia (announced January). The move is intended to create U.S. manufacturing capacity to serve utility-scale and commercial & industrial energy storage markets, and to meet OBBBA’s foreign entity of concern requirements so projects can qualify for tax incentives through 2032.
  • Details & background: OBBBA’s treatment of BESS enables tax incentives and lease mechanisms that NeoVolta says can take 30–50% off system cost if foreign-entity rules are met; the company is shifting from residential to commercial & industrial markets and cites revenue mechanisms like demand management, peak shaving, arbitrage, and third-party ownership/leasing. The article is an announcement/interview summarizing strategy and market rationale, not a financial prospectus.
• Mar 2, 2026

  Coal is booming. Here’s what it means for climate pollution.

  U.S. power sector saw emissions increase as coal generation surged during President Donald Trump’s first year back in office.

  • Main announcement/action: Coal generation surged in 2025, driving a 4 percent rise in CO2 emissions from U.S. power plants (third-largest annual increase in 20 years); coal generation increased 13 percent in 2025 per EIA data, and coal still generated 737 TWh versus wind and solar 760 TWh collectively. The article attributes part of the surge to seasonal factors (cold winter, higher natural gas prices) and policy actions under the Trump administration.
  • Background and details:DOE emergency orders (2025) directed five coal plants to stay open past retirement (four issued in late December 2025); state-level impacts include Indiana (CO2 from power plants rose 8.5 million tons, coal generation up >20%) and Texas/ERCOT (installed 15 GW new solar/battery/wind in 2025, demand up ~5 percent, coal generation up 8 percent). The piece also notes policy shifts: cuts to EV tax credits and rollback of fuel economy standards.
• Mar 2, 2026

  How America’s Power Regions Chose Their Futures and How That Has Played Out

  Aaron Larson assesses nearly 30 years of U.S. electricity market choices and evaluates organized RTO/ISO markets versus bilateral, vertically integrated regions.

  • Main assessment: The article reviews the historical arc from FERC Order 888 (April 24, 1996) and Order 2000 (~1999) through the formation and evolution of major operators (PJM, CAISO, ISO‑NE, NYISO, MISO, SPP, ERCOT). Key facts include PJM’s estimate of $2.8–$3.1 billion/year in customer benefits, a 2023 Brattle Group study estimating $362 million/year savings for South Carolina by joining PJM (or $187 million/year for a Southeast RTO), and the launch dates/timelines: CAISO (1998 under Assembly Bill 1890), PJM ISO (1997) and RTO (2001), MISO formation (2001) and energy market start (2005), Entergy integration (2013), SPP Integrated Marketplace (2014), ERCOT restructuring (1999), SEEM launch (November 2022), and Winter Storm Uri (February 2021).
  • Background and additional details: The article documents regional design differences (PJM evolutionary expansion; CAISO’s 2000–2001 crisis; ERCOT’s energy‑only market), highlights renewables integration and data center demand as drivers toward organized markets, and notes SEEM cleared 0.1% of regional annual demand in its first full year. The piece is an analytical assessment rather than a new policy announcement.
• Mar 2, 2026

  POWER DIGEST [March 2026]

  Energea announced the acquisition of the YO Residence Solar Project in Sandton, South Africa.

  • Acquisition details: Energea acquired the fully operational 281.82-kW DC rooftop solar system with 700-kWh battery storage (YO Residence Solar Project) for $462,000, connected to City Power of Johannesburg, with operations to be managed via Hooray Power and using locally manufactured Freedom Won batteries with transferable equipment warranties.
  • Additional digest highlights:Juniper Green Energy (via Juniper Green Cosmic) declared its 100-MWh BESS in Bikaner, Rajasthan now in commercial operation (Envision supplied the technology) and has 400 MWh nearing completion in Fatehgarh by summer; Prime Data Centers plans a ~$2 billion data center in Järvenpää, Finland with construction expected in 2027 pending EIA and permits; GREW Solar won a 1,464.5 MW module supply contract from NTPC REL worth ~$223 million; ContourGlobal awarded ~80 MW across Sicily and Italy under FerX/NZIA tenders; ENGIE completed full acquisition of a 150-MW BESS at Hazelwood (Australia).