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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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Commissioner Chang’s Concurrence: LS Power Grid California
Source: FERCFERC approved a package of incentives for LS Power Grid California’s Northern Receiving Station-San Jose B 230 kV Line Project, with Commissioner Chang concurring and urging FERC to clarify its hypothetical capital structure policy for multi-project requests: “the Commission approves a package of incentives sought by LS Power Grid California (LS Power Grid) to support the Northern Receiving Station-San Jose B 230 kV Line Project” and “the Commission should clarify, where there are multiple projects, when, if at all, the hypothetical capital structure should potentially extend beyond the completion of the first project.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Commissioner LaCerte’s Concurrence – California Independent System Operator
Source: FERCA FERC concurrence tied to CAISO warns of regulatory risk for large-load and data-center growth in California, saying the Commission is addressing “potential gaps and shortcomings in CAISO’s Tariff” and that CAISO tariffs “may be unjust and unreasonable and/or unduly discriminatory or preferential” because they lack features to “timely, reliably, and safely interconnect and serve new large loads” (FERC, Docket No. EL26-71-000). The concurrence also says state public utility commissions should ensure retail tariff provisions “insulate ratepayers from the negative impacts of data center growth,” and expects CAISO and the Participating Transmission Owners to propose solutions that “ensure that large loads cover the costs they incur to integrate with the grid.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Evening Scoping Meeting — Potter Valley Hydroelectric Project No. 77-332
Source: Federal Energy Regulatory Commission · Jun 23, 2026The Federal Energy Regulatory Commission notice for the Potter Valley Hydroelectric Project No. 77-332 says Pacific Gas and Electric Company filed to “surrender and decommission” the project, which is “located on the Eel River and East Branch of the Russian River in Lake and Mendocino counties, California.” FERC is beginning an NEPA scoping process for the proposal, with comments due by July 24, 2026.
Backed by 1 primary filing — sign in or book a call to see all sources.
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[PDF] June 12, 2026 - California ISO
must have a valid queue assignment from both APS and CAISO. The generator successfully secured CAISO queue number Q1435 and APS queue number Q252 on. April 3 …
Backed by 1 primary filing — sign in or book a call to see all sources.
Recent California data center news
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ESG Today: Week in Review
The Trump administration has paid TotalEnergies $1 billion to end offshore wind projects in the U.S.
- Main action:Trump administration pays TotalEnergies $1 billion to terminate U.S. offshore wind projects; this is presented as the opening headline and primary item for the week. Other major announced deals include Microsoft’s 1 million-ton carbon removal deal with U.S. biochar company Liferaft, and Brookfield and La Caisse’s $6.5 billion acquisition of clean energy platform Boralex.
- Other highlights and context:
- Policy:Germany adopted a 2030 climate action plan; India approved cautious 2035 climate/clean energy goals; EU Commission approved a €5 billion Danish offshore wind program.
- Finance/deals:LaSalle raised $370 million for real estate decarbonization; Zelestra secured $600 million green financing backed by PPAs with Meta; KKR earned 15x on sale of data-center cooling provider CoolIT to Ecolab; multiple startup capital raises (amounts and names listed in price_information).
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Equinix launches AI platform to simplify control of distributed AI resources
Equinix has announced the Distributed AI Hub powered by Equinix Fabric Intelligence.
- Core announcement: Equinix is launching the Distributed AI Hub (powered by Fabric Intelligence) with an AI-ready backbone, a global AI Solutions Lab across 20 locations in 10 countries, and integration with AI orchestration tools to provide real-time awareness, automation, dynamic routing and segmentation for distributed AI and multicloud workloads. The Hub is presented as a reference framework allowing customers to run virtual instances at Equinix, deploy in their own colocation, or adapt the framework to their needs. The article references Equinix’s earlier Distributed AI infrastructure announced last fall as the physical network underlying this platform.
- Partnerships and availability: Equinix said the Hub will integrate security from Palo Alto Networks (Prisma AIRS) to provide real-time AI security and centralized policy enforcement, and that the Prisma AIRS package will be available on Equinix Network Edge. The company cites about 3,000 cloud and IT service providers accessible through Equinix as part of the connectivity fabric.
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Ferveret study says waterless cooling lifts AI efficiency
Ferveret announced that a benchmark study with UCLA’s ICON Lab found its waterless Adaptive Phase Cooling solution improved compute efficiency by 15% compared with direct-to-chip liquid cooling.
- Main announcement: The company reported a 15% improvement in compute efficiency (measured in TFLOPs per kilowatt of server power) using Nvidia H200 GPUs as the reference platform; the benchmark recorded zero water consumption and a facility-level PUE of 1.03 for its Adaptive Phase Cooling Solution.
- Background and details: The cooling approach uses subcooled boiling (a technique drawn from nuclear thermal management) to sustain higher clock speeds and reduce ML training times; Ferveret is San Jose-based, founded in 2021 by MIT alumni, has investor backing from TO VC, Aramco Venture, Cerberus, Y Combinator, Baruch Future Ventures, Verso Capital, Acclimate Ventures, Cathexis Ventures, Valkyrie, E14 and Climate Capital (investment size not disclosed). The article cites US Department of Energy figures that US data centres consume up to 4.5% of electricity (projected to rise to 12% by 2028) and could use more than 700 billion gallons of water a year under current cooling approaches.
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Form Energy signs 12GWh agreement to supply multi-day iron-air batteries to new US AI data centres
Form Energy has signed a 12GWh supply agreement with Crusoe for iron-air batteries, announced at CERAWeek 2026.
- Main announcement: The agreement secures 12GWh of iron-air battery capacity for Crusoe with secured volumes, pricing and delivery terms beginning in 2027; Form Energy said the batteries will be manufactured at its Form 1 factory in West Virginia.
- Background and details: The article references Form Energy’s other 2026 commitments including a 30GWh element in the Google–Xcel Energy multi-technology supply deal (enabling 100-hour dispatch of 300MW) and a planned 10MW / 1,000MWh project with FuturEnergy Ireland expected online in 2029; the Crusoe agreement is significant but prospective until first projects are underway, and questions remain about round-trip efficiency (RTE) of iron-air technology.
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California Dems float bill to revive industry environmental reviews
State Sen. Catherine Blakespear introduced amendments to SB 954 to narrow the CEQA exemption for advanced manufacturing on March 26, 2026.
- Main action: Blakespear filed amendments to SB 954 on 03/26/2026 to narrow the California Environmental Quality Act (CEQA) exemption for “advanced manufacturing facilities,” which the article specifies range from data centers to lithium mining. The change seeks to roll back part of the exemption granted last year in SB 131.
- Background/details: The original exemption was added in last-minute budget negotiations with Gov. Gavin Newsom as part of SB 131; it drew immediate opposition from environmental and labor groups. The amendments are an announced legislative action (introduction of bill amendments), not a retrospective analysis of completed projects.
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Veritone Leans Into Oracle Cloud to Scale AI Data Pipelines
Veritone has signed a multi-year deal to make Oracle Cloud Infrastructure (OCI) a preferred platform and migrate key AI workloads (including aiWARE, Veritone Data Refinery, and Veritone Data Marketplace) to scale globally and support sovereign deployments.
- Main action: Veritone will migrate and expand critical workloads to OCI under a multi-year agreement, making OCI a preferred platform for core products (aiWARE, Veritone Data Refinery, Veritone Data Marketplace) to gain performance, security, and scalability as it expands globally and pursues sovereign AI deployments.
- Background/details: This shift follows years of re-architecting and containerization of Veritone’s stack (enabling cloud portability); the deal emphasizes managing large volumes of unstructured media data (much still on tape and legacy formats), targets media and public sector customers (including federal-compliant secure environments), and maintains a multi-cloud/co-sell posture with hyperscalers.
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Renewable Energy vs. Fossil Fuels: Who Is Actually Winning in 2026?
Happy Eco News (author Artemis) publishes an analytical piece stating that the energy transition is accelerating in electricity generation but has not yet displaced fossil fuels across total energy demand.
- Main announcement: The article reports that renewables are rapidly expanding in electricity — citing solar and wind at 17% of U.S. electricity generation in 2024 (756,621 GWh), global clean energy investment of $2.2 trillion in 2025 out of $3.3 trillion total energy spending, and that renewables represented over 90% of new global electricity capacity added in 2025.
- Background and additional facts: The piece notes that fossil fuels still supplied 58% of U.S. electricity in 2024 and that 82% of total U.S. energy consumption came from fossil fuels in 2023 (University of Michigan factsheet); it also records that global emissions hit a fourth consecutive annual record in 2024 and highlights mounting electricity-footprint scrutiny on sectors such as data centers, streaming platforms, and crypto casinos.
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Arm shifts course, moves into silicon business
Arm has announced it will expand into production silicon and launched the Arm AGI CPU with Meta as lead partner and first customer.
- Main announcement: Arm is entering production silicon with the new Arm AGI CPU, positioned as a CPU purpose-built for agentic AI data centers, co-developed with Meta; the chip is designed by Ampere and will be manufactured by TSMC on a 3-nanometer process node. Key product specs announced include up to 136 Arm Neoverse V3 cores per CPU, 6GB/s memory bandwidth per core at sub-100ns latency, 300W TDP, claims of >2x performance per rack versus x86, support for 1U air-cooled deployments up to 8,160 cores per rack and liquid-cooled systems delivering 45,000+ cores per rack. Early systems are available now, with broader availability expected in the second half of the year.
- Background and partners: The chip was designed and manufactured by Ampere (acquired by SoftBank for $6.5 billion last year). Arm confirmed additional commercial momentum with partners/customers including Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom, and is working with OEM/ODM partners ASRock Rack, Lenovo, Quanta Computer, and Supermicro for system deliveries. Independent analyst commentary (Jim McGregor, Tirias Research) raised questions about benchmark comparators and emphasized the AGI CPU is targeted at AI/accelerator orchestration rather than general-purpose enterprise CPU use.
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Equinix Targets Talent Gap as AI Infrastructure Demand Surges
Equinix has announced a global expansion of workforce development initiatives to build technical talent pipelines for data centers, including a global rollout of Pathways to Tech and a Data Center Technician Training Coalition with Generation.
Main announcement:Equinix is scaling its Pathways to Tech program (targeting students aged 14–18) from a two-year pilot that reached nearly 2,000 students across the Americas and Asia-Pacific to a global rollout, and launching a Data Center Technician Training Coalition (in partnership with Generation) with a pilot in Brazil and plans to expand globally through 2026. Programs include IBX facility tours, internships, apprenticeships, standardized apprenticeships/internships across US, Germany, France, Singapore, the UK, and Brazil, and hands-on “Learning Labs” in markets such as Dallas, Paris, and Singapore.
Background and implementation details: The initiatives are presented as a coordinated, multi-employer response to industry talent shortages driven by AI-related demand; Equinix states the initiatives will roll out globally beginning in 2026, with activations planned across the Americas, EMEA, and Asia-Pacific. The coalition will co-develop curricula, co-fund training, and hire graduates; the article describes this as an announced program (not merely commentary).
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Q&A: Can nuclear fusion power AI's growing electricity needs?
Egwu Favour Emaojo highlights renewed interest in nuclear fusion as a potential power source for AI-driven data centres.
- Main announcement/action: The article reports growing progress and investment in fusion: financing rose from US$1.7 billion in 2020 to US$15 billion by September 2025, Helion Energy began construction of a prototype commercial plant in July 2025 and in February 2026 announced its reactor reached 150 million °C, keeping it on track to supply Microsoft’s data centers by 2028. The piece also cites data-centre electricity use (≈176 TWh in the U.S. in 2023; global demand projected to ~945 TWh by 2030).
- Background and supporting details: The author references past technical milestones (Dec 2022 net energy gain and an April 2025 near‑quadrupling of output), IAEA praise calling fusion a “dream of limitless, clean energy”, China’s EAST reactor progress, and cautions that fusion is not yet commercially viable and most experts say it is “Not in the near term” for large‑scale deployment.