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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

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Land, power, and interconnection moves across California — each traced to primary filings.

Top JUST IN — California

  • Sep 12, 2026 · interconnection filing

    CAISO schedules Large Loads Initiative stakeholder meeting and draft final proposal comment period

    Source: California ISO · Sep 10, 2026

    According 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.

  • Aug 24, 2026 · interconnection filing

    Large Loads Initiative: Additional discussion of operational and technical requirements, call on 8/24/26

    Source: California ISO · Aug 17, 2026

    California 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.

  • Aug 15, 2026 · interconnection filing

    Large Loads Initiative: Straw proposal posted, meeting on 8/19/26

    Source: California ISO · Aug 12, 2026

    California 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.

  • Aug 2, 2026 · interconnection filing

    Large Loads Considerations: Comment deadline on information session moved to 2/25/26

    Source: California ISO · Feb 12, 2026

    California 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.

  • Aug 2, 2026 · interconnection filing

    2025 Draft Participating Transmission Owner Per Unit Cost Guides Posted

    Source: California ISO · Apr 03, 2025

    CAISO 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

  • Same Battles Over and Over: The 2026 Public Interest Environmental Law Conference

    The CounterPunch website has published a set of opinion and feature articles dated March 20–23, 2026, under the ‘CounterPunch+’ and Weekend Edition sections.

    • Publication details: March 20–23, 2026; sections: CounterPunch+ and Weekend Edition; notable pieces include “Progress or Digital Colonization? AI Data Centers Spark Debate on Native Lands” (Jen Deerinwater - Jesse Deer In Water), “Kaiser Permanente, AI, and the Workers on Strike, Again” (Cal Winslow), “The Relentless Nightmare of Fukushima, 15 Years On” (Joshua Frank), and “Same Battles Over and Over: The 2026 Public Interest Environmental Law Conference” (Michael Donnelly).
    • Context and page details: This is a listing/index page linking to individual articles (not a single analytical article or press release); it contains links to subscription, podcast, and investigative fund pages, social share links (Facebook, Twitter, Reddit, Bluesky, AddToAny), and does not include specific monetary figures or contact email addresses in the visible content.
  • How Stadium Data Centers Power Fans, Operations, and Broadcast

    HPE deployed a multi-site, redundant core for the Milano Cortina Olympics and HPE and Cisco executives outlined stadium data center and networking architectures prepared for the 2026 FIFA World Cup.

    • Main announcement/action: HPE deployed a multi-site, redundant core across two locations with fiber and WAN connectivity to roughly 40 venues for the Milano Cortina Olympics; the end-to-end architecture combined HPE and Juniper technologies with Mist AI cloud management, Juniper MX backbone routers, and Juniper SRX firewalls to provide redundant, AIOps-enabled venue networks.
    • Background and further details: Stadiums typically run two physically isolated data centers (an IT data center for ticketing/guest services and a media data center for high-bandwidth broadcast); live production can reach 100 Gbps for 8K/16K workflows, and AI-enabled edge systems (AIOps, Media eXchange Layer) are being adopted ahead of the 2026 World Cup across 16 stadiums in Canada, the United States, and Mexico; HPE/Cisco technologies were also noted at venues including Levi’s Stadium, Mercedes-Benz Stadium, and others.
  • Environment and climate bills that passed and failed in WA’s legislative session

    The Washington State Legislature passed a package of measures led by Sen. Victoria Hunt including SB6355 to create a state electrical transmission authority and SB5982 to require independent generators serving data centers to comply with the Clean Energy Transformation Act (CETA).

    • Main action: The Legislature passed SB6355 to establish a state transmission authority (a nine-person board including one tribal representative) to construct and manage grid infrastructure independent of the Bonneville Power Administration; the authority will prioritize financing partnerships and acknowledges permitting/timeline risks (transmission projects can take a decade or longer). SB5982 requires port utility districts and other independent electricity generators that feed data centers to comply with CETA (statewide zero-GHG electricity by 2045).
    • Background and other details: Other passed bills include HB2215 (lowers the Climate Commitment Act threshold from 25,000 to 500 metric tons for fuel suppliers), SB6246 (phases down no-cost allowances through 2035), and HB2416 (allocates no-cost allowances to Spokane’s Waste to Energy facility from 2027 to 2030 — avoiding estimated $4 million to $8 million in carbon allowance costs if it had complied immediately). A sweeping data-center regulatory bill (HB2515) and circular-economy/recycling bills (HB1607, HB1420) stalled and may be reintroduced next session.
  • Environment and climate bills that passed and failed in Washington state’s legislative session

    The Washington State Legislature passed multiple climate and energy bills, including creation of a state transmission authority and closing a Clean Energy Transformation Act (CETA) loophole for independent generators feeding data centers.

    • Key actions passed:Senate Bill 6355 will establish a state electrical transmission authority (nine-person board, tribal citizen seat) to plan and finance transmission expansion; Senate Bill 5982 requires port utility districts and independent electricity generators that serve data centers to comply with CETA (zero greenhouse gas electricity by 2045); House Bill 2215 lowers the emissions threshold covered by the Climate Commitment Act from 25,000 metric tons to 500 metric tons.
    • Additional details and timelines:House Bill 2416 directs the Department of Ecology to allocate no-cost allowances to the Spokane Waste to Energy facility from 2027 to 2030 (the facility otherwise faced $4 million to $8 million in carbon allowance costs); transmission projects may take a decade or longer for permitting and construction; a separate sweeping data center regulation bill (House Bill 2515) failed in the Senate Ways and Means committee and sponsors intend to reintroduce it next year.
  • Trump Releases AI Regulation Framework to Congress

    President Donald Trump released a National AI Policy Framework on March 20, 2026, providing a legislative roadmap and seeking to codify an energy-focused pledge related to data centers.

    • Main announcement: President Donald Trump released a National AI Legislative Framework on March 20, 2026, outlining six priority areas including child safety, intellectual property rights, state law preemption, and technology literacy; the White House framed the framework as a means to “win the AI race.”
    • Background and related actions: House Republican leaders issued a joint statement committing to work to implement the White House vision; House Democrats introduced the GUARDRAILS Act seeking to repeal the Administration’s December executive order on state AI regulation (opposition voiced by Rep. Doris Matsui and Gov. Gavin Newsom). The framework also seeks to codify the Rate Payer Protection Pledge (announced at the State of the Union and discussed at a White House gathering on March 4), under which major tech firms agreed to provide on-site power generation to offset data center capacity usage (context: mid-Atlantic rate increases discussed at a Brookings presentation on March 3).
  • Experts “bullish” new industrial cycle on way for SoCal

    Industry experts report a recovery in Southern California industrial real estate driven by AI and data-center demand; Dedeaux Properties says capital outreach has recently reversed.

    • Main announcement: Industry observers including Rishi Thakkar (Dedeaux Properties) and Jason Hans (Affinius Capital) say the Southern California industrial market is recovering with sales volume rising and demand for sophisticated, taller industrial space driven by AI and data centers; Dedeaux reported having more than $1.3 billion in assets under management and noted a reversal in capital engagement.
    • Background and details: The article cites Greater Los Angeles Q4 sales volume of $1.2 billion (CBRE), notes a 5.2% vacancy rate in Greater Los Angeles vs 6.7% nationwide, and highlights power capacity as a near-term constraint for new development, with contractors’ hard costs having declined and new deliveries expected late 2027 into 2028.
  • 3 Men Charged with Conspiring to Smuggle U.S. AI to China

    Federal prosecutors charged Super Micro Computer senior vice president Yih-Shyan “Wally” Liaw and two affiliates with conspiring to smuggle U.S.-assembled servers containing advanced Nvidia chips to China.

    • Charges and timeline: The indictment alleges Liaw, Ruei-Tsang “Steven” Chang, and contractor Ting-Wei “Willy” Sun schemed between 2024 and 2025 to divert server shipments, directing a company in Southeast Asia to place $2.5 billion in orders from Super Micro Computer and diverting at least $510 million worth of assembled servers to China; Chang is identified as a fugitive, Liaw was arrested and released on bail, and Sun was arrested and held for a bail hearing.
    • Mechanics and context: Authorities allege use of fabricated documents, staged bogus equipment to pass audit inventories, and a pass-through company to conceal true clientele; the article notes existing U.S. export controls on Nvidia AI chips (policies under Presidents Joe Biden and Donald Trump) and includes statements from the FBI, U.S. Attorney Jay Clayton, Super Micro Computer, and NVIDIA confirming legal and compliance concerns.
  • Energy Vault continues to diversify as it experiences Q4, full year 2025 growth

    Energy Vault has released its Q4 and full year 2025 financial results, reporting 2025 revenue of US$203.7 million and improved profitability metrics.

    • 2025 financial results and guidance: Energy Vault reported 2025 revenue of US$203.7 million (up 340% YoY from US$46.2 million), GAAP net loss of US$103.6 million (improved from US$135.8 million), Adjusted EBITDA loss of US$21.2 million (improved from a US$58 million loss), adjusted net loss of US$42.1 million (improved from US$65.4 million), and total cash (including restricted cash) of US$103.4 million as of 31 December 2025. The company attributes improvement to entry into AI infrastructure, increased ESS projects in Australia, and initial revenue from its wholly owned Asset Vault operating projects. It expects 2026 revenue of US$225 million to US$300 million, factoring in US battery delivery schedules, third-party project timelines, Asset Vault operating-asset revenue, and initial modular data centre/AI infrastructure income.

    • Background, partnerships and projects:Asset Vault is Energy Vault’s wholly owned subsidiary for developing, constructing, owning, and managing storage assets worldwide; Energy Vault also supplied BESS technology for a 320 MWh Australian project scheduled for completion later in the year. In February, Energy Vault finalised a supply agreement for 1.5 GWh of US-manufactured sodium-ion batteries from Peak Energy and will collaborate to integrate Peak Energy’s Na-ion cells with Energy Vault’s proprietary digital stack to accelerate deployment, enhance safety, and reduce costs by eliminating “complex legacy systems.”

      • Energy Storage Summit USA 2026: 24-25 March 2026, Dallas, TX; agenda/subjects include FEOC challenges, power demand forecasting, and managing the BESS supply chain; ESN Premium subscribers have an exclusive discount on tickets.
  • How to Build an Affordable Energy Future

    NRDC will develop and release a series of papers called the Build Clean Agenda focused on three areas of reform to speed clean energy and infrastructure deployment.

    • Main action: NRDC will publish a multi-paper Build Clean Agenda to modernize laws and permitting, level the playing field for clean energy, and design projects that benefit communities; it calls for U.S. renewable energy production to roughly quadruple, and for at least tripling grid capacity over the next 25 years, and highlights the Western Solar Plan identifying 31 million acres for siting solar on public lands.
    • Background and specifics: The piece documents concrete barriers and numbers: the oil, gas, and coal industries receive $34 billion in annual federal subsidies; a 2025 partisan tax bill risks an estimated half a trillion dollars of private clean-energy investment and may raise consumer fuel/energy costs $78–$192 per year; it cites projects like the Grain Belt Express facing multi-year delays and supports targeted reforms such as expanding the “One Federal Decision” approach and giving a federal lead (e.g., FERC) authority to coordinate interstate transmission permitting where uniform standards are met.
  • US Roundup: solar-plus-storage projects advance across the country

    Google and DTE Energy have announced plans to develop a data centre project in Michigan (Project Cannoli) supported by 1,600MW of solar PV and 450MW of energy storage, with Google funding the resources and DTE operating them under a 20-year Clean Capacity Accelerator Agreement (CCAA).

    • Main announcement: Google and DTE will deliver 1,600MW of solar PV paired with 450MW of storage (specified as 400MW/1,600MWh BESS plus 50MW of LDES), under a 20-year CCAA; Google will provide DTE with approximately 300MW of Zonal Resource Credits (ZRCs) at no cost and commit US$10 million to programmes to reduce household energy bills in Michigan.
    • Additional details & background: The filing identifies the site as Project Cannoli (potentially in Van Buren Township); Google recently closed a US$4.75 billion acquisition of TPG Rise Climate’s Intersect Power stake and has announced multi‑billion data centre and AI capital plans (Google cited US$40 billion for three Texas data centres and US$185 billion in AI‑related capex for the year). Related US project announcements in the article include: Sunraycer (620MWdc solar, 477MWh BESS in Texas), Invenergy/SRP SunDog (200MW solar + 200MW/800MWh BESS in Arizona), Idemitsu Azalea (60MW/152MWh operating in California), and Clēnera’s US$304 million financing for the 120MW/400MWh Crimson Orchard project in Idaho.

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