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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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NTT DATA’s Quiet Surge: Hyperscale Wins, AI Partnerships, and Private 5G Push Signal Expanding Influence in the AI Infrastructure Era
NTT DATA announced nearly 115 MW of new data center capacity commitments across multiple U.S. campuses as part of a broader platform strategy linking hyperscale infrastructure, enterprise cloud transformation, and edge AI.
- Major announcement: NTT DATA secured nearly 115 MW of new capacity commitments across campuses in Gainesville (VA11, Northern Virginia), Chicago (IL), and Sacramento (CA) on March 3; those deals include >90 MW from a major hyperscale provider at VA11 and nearly 20 MW from three enterprise customers (financial services, gaming, cybersecurity). The company previously disclosed >130 MW of hyperscale commitments in December 2025 (Chicago, Dallas, Phoenix, Northern Virginia), bringing the two announcements to ~250 MW of announced hyperscale commitments.
- Background and additional details: NTT DATA has opened 10 new data centers, added >370 MW of IT capacity, and committed over $10 billion in infrastructure investment through 2027. The company also announced a multi-year Strategic Collaboration Agreement with AWS (dedicated AWS Business Group ~11,000 certified experts, plans to certify ~10,000 more) and a private 5G partnership with Ericsson, including a global private 5G rollout with Cargill across 50 sites. Other facts: acquisition of Zero&One (Dubai) to strengthen Middle East cloud consulting; recognition as Global Top Employer 2026.
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Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots
Data Center Frontier, in partnership with Pkaza, has posted the latest roundup of data center career opportunities on the Data Center Frontier jobs board.
- Main announcement: Data Center Frontier and Pkaza published 13 current data center job listings across the United States (examples include Electrical Applications Engineer, Electrical Commissioning Engineer, Production Architect – Data Center Facilities Design, Director of Construction, and Data Center Facility Operations Director), with many roles offering remote options or multiple city locations (e.g., Pittsburgh, Dallas, New York, Ashburn, Columbus, Boulder, Chesterton, Augusta).
- Background and details: Listings are provided by/for mission-critical and colo/hyperscale sectors and emphasize reliability, energy efficiency, sustainable design and LEED expertise; roles cover engineering design & commissioning firms, electrical contracting, general contracting and data center developers, and include positions supporting AI/HPC infrastructure and brownfield conversions.
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EQT, GIP Move to Take AES Private in $33B Bet on Data Center Power Demand
A consortium led by Global Infrastructure Partners (GIP) and EQT has announced a definitive agreement to acquire AES Corp. in an all-cash transaction.
- Deal terms and timing: The consortium will acquire AES for $15.00 per share in cash, valuing equity at $10.7 billion and enterprise value at about $33.4 billion (including debt); the transaction is expected to close in late 2026 or early 2027, subject to shareholder approval and U.S. and foreign regulatory approvals.
- Operational and financing context: AES said it is self‑funded through 2027, plans to continue investing roughly $1.8 billion a year in growth, will maintain existing capital programs (including a 1.2-GW gas repowering at AES Indiana and 4.8 GW of backlog projects under construction through 2027), and the consortium will fund 100% of the purchase price in equity; AES utilities in Indiana and Ohio will remain locally operated and regulated, and regulators will review transaction impacts on rates and ring-fencing measures.
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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.
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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).
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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.
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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.
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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.
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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).
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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.