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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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Earth VC backs quantum AI to prevent data centres becoming climate liability
Earth Venture Capital has announced its participation in Sygaldry Technologies’ US$139 million financing round.
- Main announcement: Earth VC (an Asia-based climate deep tech VC) participated in Sygaldry’s US$139 million total financing, having backed the company from a US$34 million seed round through a US$105 million Series A led by Breakthrough Energy Ventures; the financing supports Sygaldry’s development of quantum-accelerated AI servers aimed at reducing AI compute energy intensity.
- Background and details: The release explains the climate rationale and deployment model: Sygaldry’s servers are designed to integrate with existing GPU infrastructure to deliver energy efficiencies relevant to data centres in Asia and globally, cites regional electricity prices (Singapore US$0.25-0.30/kWh vs Pacific Northwest US$0.08-0.13/kWh), and positions this investment within Earth VC’s “Earth efficiency” deep-tech thesis.
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U.S. Data Center Gold Rush Drives Surge in New Utility Tariffs
SEPA and the NC Clean Energy Technology Center (NCCETC) updated the Database of Emerging Large-Load Tariffs (DELTa) on March 31, 2026.
- Update details: DELTa now summarizes and analyzes 77 approved and proposed tariffs and service rules across 60 utilities (including 51 approved and 26 proposed). Key dataset metrics include 36 states with tracked tariffs, 56% of tariffs specifying thresholds > 20 MW, and 14% specifying minimum loads of 100 MW.
- Policy and regulatory actions: The note documents recent state actions and proposals: Pennsylvania PUC proposed a model tariff (minimum demand 50 MW or 100 MW in aggregate; 5-year minimum contract term; 3–5 year ramp; 80% minimum billing demand; up to 20% post-term load reduction; financial security and hardship fund contributions); New York PSC opened an Energize NY proceeding (stakeholder comments due May 13, 2026); North Carolina Task Force interim report (Feb 2026) recommends large-load tariff options and alternative capacity procurement; other actions include Utah S.B. 132 (March 2025, 100 MW threshold), Texas S.B. 6 (June 2025), California S.B. 57 (Oct 2025, CPUC findings due Jan 1, 2027), and Missouri executive order (Jan 2026). FERC’s ANOPR action on large-load interconnection reforms is expected by June 2026.
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AI data center deals must be carefully crafted, EPA chief says in Las Vegas
EPA Administrator Lee Zeldin hosted a roundtable with Las Vegas business leaders and urged carefully structured AI data center deals while highlighting water-reuse priorities.
- Main action: Zeldin hosted a roundtable at the Vegas Chamber and visited a Switch AI data center and Symphony Park; he emphasized the EPA’s updated Water Reuse Action Plan and urged that data center agreements be structured to provide net benefits to communities. He noted that Las Vegas has banned evaporative cooling for commercial properties (the final commercial permit was issued in 2024) and promoted closed-loop or air-cooling alternatives for new data centers.
- Background and details: The article cites a Western Resource Advocates analysis saying NV Energy may need to quadruple peak energy capacity to serve pending data-center requests; Zeldin referenced examples such as Google powering a West Memphis data center with a solar farm and battery storage (linked reporting references a $4 billion Google investment). Zeldin also said EPA officials are taking local input “back to Washington, D.C.” to standardize enforcement practices.
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Dean Ball Helped Write America’s AI Action Plan. In Dallas, He Told Business Leaders What to Watch For — and What Keeps Him Up at Night
Dean Ball, the primary staff drafter of America’s AI Action Plan, spoke at Convergence AI Dallas and reviewed the plan’s implementation, remaining priorities, and risks.
Main announcement/action: Ball said the Action Plan (released July 2025) is being implemented and highlighted the Export Promotion Program and increased AI adoption in government as bright spots; he pointed to the National Policy Framework for Artificial Intelligence (released March 20, 2026) as a key follow-up to President Trump’s December 2025 executive order. He also noted state activity including Texas’ Responsible Artificial Intelligence Governance Act (TRAIGA, effective Jan 1, 2026) and California’s SB 53 (effective Jan 1, 2026) as concrete legislative developments.
Background and specifics: The discussion covered state preemption vs. federal framework, the EU AI Act’s extraterritorial scope and penalties (up to 7% of global annual revenue), practical guidance for firms (quantify pre-AI reliability metrics), and infrastructure bottlenecks—notably energy, compute, and skilled labor (e.g., the Stargate data center project in Abilene, Texas). The session was a reported fireside chat at Convergence AI Dallas on March 31, 2026 and is a factual event summary rather than an original policy announcement in this article.
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Energy Officials Pressured to Expand Grid as AI Demand Surges
The U.S. Department of Energy, through Energy Secretary Chris Wright, told the House Energy and Commerce Committee on April 16, 2026 that surging demand from AI and data centers requires rapid expansion of generation and grid capacity.
- DOE exploring federal land and existing sites to accelerate deployment of data centers alongside new power generation, citing evaluation of a former federal site in Portsmouth, Ohio; goal is to expand supply while shielding local consumers from price increases (testimony given April 16, 2026 before the House Energy and Commerce Committee).
- DOE says renewables alone are insufficient for sustained AI growth; advocates permitting reforms to speed construction of generation and transmission, highlights “dispatchable” sources like nuclear as “crucial”, and identifies cybersecurity as a “major” issue while citing partnerships under the Genesis Mission with national laboratories, universities, and private industry.
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Data Center Protests Are Growing. How Should the Industry Respond?
Data Center Watch reports community opposition has halted and delayed numerous U.S. data center projects.
- Main findings: Data Center Watch says $18 billion in projects have been halted and $46 billiondelayed over the past two years; the group has identified at least 142 activist groups across 24 states blocking or opposing data center construction. Key affected projects and values are cited throughout the article (examples listed below).
- Context and examples: The article is a reporting/summary of recent project cancellations, postponements, and opposition rather than a new project announcement. Examples include Tract (two Arizona projects, $14 billion withdrawn), QTS & Compass (Prince William, VA, $24.7 billion, 2.4 GW, legal challenges), and Amazon proposals ($6 billion in King George, VA and other contested sites). The piece compiles project statuses, industry commentary, and technical/community concerns (power, water, health, jobs).
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Silicon Valley Progressive Democrat Calls for ‘New Social Contract’ for AI
Rep. Ro Khanna has announced proposals for a five percent “billionaire tax” and set out his AI stance and data center conditions during remarks at the National Press Club.
- Main announcement: Khanna proposed a five percent tax on billionaires to help fund progressive policies, saying reductions in defense spending plus the billionaire tax would cover increased entitlement spending; he made these remarks at the National Press Club and referenced representing a district with $20 trillion in wealth.
- Background and additional details: Khanna described himself as an “AI democratist”, said he does not support a moratorium on data center construction, and called for data centers to provide renewable energy, adopt dry cooling, pay for electricity, avoid excessive water use, and invest in local community infrastructure; he noted conversations with Nvidia CEO Jensen Huang and cited examples from Finland and Singapore.
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Power equipment startup Ayr Energy in talks to raise $25-30 million: sources
Ayr Energy is in discussions to raise $25-30 million from Energy Impact Partners.
- Main announcement: Ayr Energy is negotiating a $25-30 million investment from New York-headquartered fund Energy Impact Partners that would value the startup at around $200 million; the talks were reported by Economic Times based on sources.
- Background and details: The Silicon Valley-based startup, founded by Anirudh Reddy, Rahul Arora, and Yash Takallapalli, previously emerged from stealth with over $250 million in contracts (~10GW of new power), had raised $3.5 million seed, is backed by General Catalyst and 3one4 Capital, operates six manufacturing locations in India (Vadodara, Ahmedabad, Prayagraj, Mumbai, Chennai, Hyderabad), and faces a U.S. lawsuit from Zetwerk alleging misuse of trade secrets.
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Data centers are moving inland, away from some traditional locations
Synergy Research Group and Sightline Climate reported a geographic shift and widescale delays in U.S. data center construction.
- Main announcement:Synergy Research Group finds the planning and build “center of gravity” for data centers is moving inland to Texas and Midwestern states (Wisconsin, Indiana, Michigan, Missouri). Sightline Climate reports 16 GW of data centers slated to open in the U.S. this year but only 5 GW are under construction now and expects 30–50% of projects to be delayed; 25 GW are announced for 2027 with only 6 GW under construction.
- Background and details: Delays are driven by component shortages (memory, storage, batteries, electrical transformers, circuit breakers) and local opposition (e.g., the Seminole Nation banning data centers on tribal lands). Major cloud and AI firms named as project sponsors include Amazon, Google, Meta, Microsoft, OpenAI, and CoreWeave. The article also references Pennsylvania’s $70 billion push for data centers and notes many 2028–2032 projects have not broken ground.
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AI boom derails clean-air efforts in heavily polluted cities
The Trump administration has rolled back federal soot standards and taken actions to keep coal plants online to support AI-driven data center power demand.
- Main action: In February the Trump administration scrapped Biden-era soot standards that were due to take effect in 2027 and issued an executive order (“Reinvigorating America’s Beautiful Clean Coal Industry”), provided funding to keep coal plants running, delayed plant retirements, and rolled back rules on mercury and other toxins to support AI-driven electricity demand (DOE projects 50 gigawatts of new demand by 2030).
- Background and specifics: The article cites the Labadie Energy Center (owned by Ameren Corp) as a major emitter; Reuters estimates the plant’s pollution drives an economic burden up to $5.5 billion per year, with about $820 million borne by St. Louis area residents. Biden-era soot limits would have required Labadie to cut soot emissions by more than half and delivered net public health benefits up to $3 billion by 2037; Ameren says Labadie will run for at least another decade to ensure reliability.