California Data Center Intel

Recent California data center news

• May 18, 2026 · Information Technology and Innovation Foundation

  Advanced Geothermal Energy Is Widely Available, Clean, and Maybe Cheap Enough to Make a Big Impact

  ITIF (Robin Gaster) reports that advanced geothermal technologies (EGS, AGS, SHR) are transitioning from R&D to commercial deployment, led by Fervo Energy’s commercial-scale EGS rollout and multiple signed offtake agreements.

  • Main announcement: ITIF documents that EGS, AGS, and SHR are moving toward commercial scale, with Fervo Energy expanding Cape Station from 400 MW to 500 MW, Phase I delivering 100 MW in 2026 and full 500 MW operational by 2028, and with multiple PPAs (including Southern California Edison: 320 MW, 15-year contracts) already executed; DOE’s FORGE has received $298 million (total committed) with an $80 million extension through 2028 supporting field validation.
  • Background and details: The report catalogs federal and private financing and policy actions: Fervo’s $244 million Series D (Devon Energy lead), a Vallourec supply deal worth up to $800 million over 5 years, DOE/ARPA-E programs (SUPERHOT, OG/GTO funding), specific cost metrics (drilling costs per well fell from $9.4M to $4.8M; target <$3M), and pending legislation (e.g., GEO Act, STEAM Act) to streamline permitting and federal land access.
• May 15, 2026

  AI Expansion Threatens Power Supply for 50,000 Lake Tahoe Residents

  Liberty Utilities said NV Energy will end full-requirements power service to the Lake Tahoe region after May 2027.

  • Main action:NV Energy will end full-requirements power service after May 2027; Liberty Utilities filed in March with California regulators requesting authorization to seek replacement energy contracts beginning June 1, 2027; the change affects nearly 50,000 Lake Tahoe residents.
  • Context and details: The filing was made in March to California regulators; the article links the decision to surging data centre / AI infrastructure demand that is reshaping regional electricity planning and transmission capacity across the US West.
• May 15, 2026

  Data Center Boom Strains Communities, Some Panelists Say

  Broadband Breakfast hosted an online panel highlighting backlash against AI-driven data center deployments in Loudoun County.

  • Panel findings and local backlash: Tim Cywinski of the Sierra Club Virginia chapter reported public approval collapsing from 62% to 23%, claimed electric bills rose as much as 200% since 2020, cited a $1.9 billion state tax break for the industry, and said 29 of 31 Virginia data center developments under negotiation signed nondisclosure agreements before proceeding. (Event date: May 13, 2026; format: online panel; agenda/subject: The Politics of Data Centers.)

  • Industry and local government details: INCOMPAS CEO Chip Pickering said hyperscalers will invest $700 billion in data centers this year, with two-thirds to rural America; he cited ~$60 billion investment in Mississippi and an AWS facility paying $100 million annually to local taxes (doubling Canton School District’s budget from $25M to $50M). Pickering also cited AWS-Entergy investments saving $2 billion. Loudoun County Supervisor Laura TeKrony noted no approvals by her since 2024 and is pushing tree buffers, lighting controls, and 500-foot setbacks; Alex Roark (AI Policy Forum) referenced three executive orders from President Donald Trump designating AI infrastructure as a national security asset.

• May 15, 2026

  Battery Storage Gains Ground as Data Centers Seek Diesel Alternatives

  Caterpillar has reached an agreement to supply American Intelligence & Power Corporation (AIP) with Cat G3516 fast-response natural gas generator sets for AIP’s Monarch Compute Campus near Point Pleasant, West Virginia.

  • Main announcement: Caterpillar will supply Cat G3516 fast-response natural gas generator sets to AIP’s Monarch Compute Campus, with deliveries scheduled this year and a campus power target of 2 GW in 2027; BESS will augment the system to handle extreme AI transients.
  • Context and additional details:MarketsandMarkets projects the global BESS market to grow from $50.81 billion in 2025 to $105.96 billion by 2030; BloombergNEF reports 112 GW of annual energy storage additions in 2025. The article notes Oracle adding BESS at multiple data centers, Aligned Data Centers funded and gifted a BESS facility to a local utility (data center access up to four hours on weekdays during outages), and Baker Hughes supplying 16 NovaLT gas turbines to Frontier Infrastructure combined with BESS and synchronous condensers. Synchronous condenser and power-electronics suppliers named include Siemens Energy, Eaton, and GE Vernova, with hybrid examples such as the Shannonbridge project in Ireland (70 MW BESS with a synchronous condenser).
• May 14, 2026

  Gridlock or Growth? ERCOT Warns Texas AI Power Boom May Not Materialize

  The Electric Reliability Council of Texas (ERCOT) filed a long-term load forecast to the Public Utility Commission of Texas projecting very large future demand but warning much of it may not materialize on schedule.

  • Main announcement: ERCOT submitted an April 2026 long-term load forecast projecting statewide peak demand could reach nearly 368 GW by 2032 (compared with the current record 85.5 GW), while explicitly stating concerns with using preliminary load forecast values and reserving the right to adjust forecasts based on “actual historical realization rates or other independent information.”
  • Background and detail: The filing reports ERCOT applied an internal realization factor (average peak consumption per site = 49.8% of requested MW) to some non-crypto data center additions, projects non-crypto data center load of ~228 GW by 2032, and expects summer 2026 peak between ~90.5 GW and 98 GW (versus a preliminary 112 GW figure). The filing is a regulatory submission (filing) and functions as a capacity/planning signal rather than a confirmation that proposed projects will be energized on forecast timelines.
• May 13, 2026

  Corporate clean energy demand remains ‘extremely strong’: CEBA CEO

  CEBA reports record corporate clean energy procurement and calls for permitting and transmission reform.

  • Main announcement: CEBA (Corporate Energy Buyers Association) said it recorded 27 GW of new contracted clean energy in 2025 and reported an estimated 17 GW procured in Q1 2026 (S&P Global estimate), declaring 2026 on pace to be “by far, the largest year ever in corporate clean energy buying.” CEO Rich Powell made these remarks at DC Climate Week during an April 20 talk and in an interview with ESG Dive.
  • Background and details: CEBA represents over 300 members with more than $38 trillion in market capitalization; members (notably hyperscalers Amazon, Alphabet, Meta, Microsoft) are driving the market and are expected to spend up to $700 billion in capex in 2026. Powell emphasized permitting and transmission reform (referencing the Standardizing Permitting and Expediting Economic Development Act / SPEED Act) as a near-term policy priority, and cited market examples including ERCOT/Texas and Georgia’s Customer Identified Resource Program (approved by the Georgia Public Service Commission, voted 5-0).
• May 13, 2026

  Geothermal Developer Fervo Energy Raises $1.9 Billion in Upsized IPO

  Fervo Energy announced the finalized pricing of its initial public offering, selling shares and setting an approximate company valuation.

  • Fervo Energy finalized IPO pricing, sold 70 million shares at $27 per share (IPO was upsized from an initial plan of 55.6 million shares at an expected $21–$24), valuing the company at approximately $7.7 billion.
  • Background & project details: Founded in 2017, Fervo develops enhanced geothermal systems (EGS) using oil-and-gas techniques; it has over 658 MW in contracted offtake with hyperscalers and utilities (including Google, Southern California Edison, NV Energy, Shell). Its first greenfield project, Cape Station (Beaver County, Utah), is expected to deliver first power in 2026, reach ~100 MW by early 2027, and has plans to scale to 500 MW.
• May 13, 2026

  Nextpower Powers On With Entry Into Inverters and Storage With $80.5M Zigor Deal

  Nextpower has announced a definitive agreement to acquire Zigor Corporation’s power conversion business and its US subsidiary Apex Power.

  • Main announcement: Nextpower will acquire Zigor’s power conversion assets (including Apex Power) for approximately $80.5 million in cash (comprised of $46 million at closing and up to $34.5 million in potential earnouts). The deal is subject to foreign direct investment (FDI) approval by the Spanish government and other customary conditions; Nextpower plans an incremental ~$50 million investment for growth initiatives and aims to begin inverter production in 2027. The acquired product portfolio supports 1500V, 1000V, and 600V applications, is 2000V-ready, and modular skid designs can be configured up to 5.2 MVA.

  • Background and details: Nextpower (formerly Nextracker) has expanded via multiple prior acquisitions — Ojjo Inc. (~$119M), Solar Pile International foundations (~$48M), Bentek (~$78M), Origami Solar (~$53M) and invested over $40M across AI/robotics deals (SenseHawk, Amir Robotics, OnSight). The company reported FY26 guidance near $3.5 billion revenue, Q4 FY26 GAAP gross profit revenue $881 million, and Q4 FY26 GAAP net income $151 million. The integration will place inverters within Nextpower’s power electronics platform and support storage and data center market entry.

• May 12, 2026

  Organized Opposition Collides with AI Data Center Growth

  Data Center Opposition has launched a platform to track and connect local anti-data-center groups and provide an open, monthly-updated dataset.

  • Launch details and scope: The site Data Center Opposition (launched by a coalition of community groups and advocacy organizations) publishes an open dataset that tracks 268 local opposition groups across 37 states with roughly 360,000 followers, and the dataset is updated monthly to help communities connect and organize.
  • Background, purpose and limits: The dataset is designed as coordination infrastructure (not a definitive outcomes tracker), compiles entries primarily via Facebook, websites, fundraising pages, media and outreach, and has known limitations including under-counting offline mobilization and not tracking whether opposition changed project outcomes; the article also cites concrete project impacts — e.g., the Prince William County Digital Gateway (a proposed 37-building campus) had approvals voided in 2025, county officials withdrew from litigation, and one developer exited the project.
• May 12, 2026

  Green Street Launches Green Street Infrastructure, Setting a New Standard for Real Assets Intelligence

  Green Street announced the launch of Green Street Infrastructure, a dedicated infrastructure intelligence platform, commercially introduced at IFF Europe in Madrid on May 12, 2026.

  • Launch & availability:Green Street launched Green Street Infrastructure on May 12, 2026, commercially introduced at IFF Europe in Madrid; the product is available today as an add-on to existing Green Street subscriptions. CEO Jeffry Stuek, Jr. provided the company statement announcing the platform.
  • Platform scope & data: The platform combines IJGlobal data with Green Street research, offering time-tested research across 10 sectors (Data Centers, Towers, Airports, Railroads, Toll Roads, Healthcare, Senior Housing, Student Housing, Cold Storage, Contractors); transport coverage is enabled by Green Street’s acquisition of Insight Investment Research (InsightIR). It tracks 70+ data fields per deal, covers 4,500+ infrastructure funds, ~2,000 LP profiles, and 40+ publicly traded infrastructure companies, with real-time league tables and detailed debt analytics.