California Data Center Intel

Recent California data center news

• Feb 12, 2026

  Arista Networks, Inc. Reports Fourth Quarter and Year End 2025 Financial Results

  Arista Networks has announced its fourth quarter and full year 2025 financial results.

  • Main announcement: Arista reported Q4 revenue of $2.488 billion and full year revenue of $9.006 billion, with GAAP net income of $955.8 million for Q4 and GAAP net income of $3.511 billion for the full year 2025; the company also disclosed non-GAAP net income of $1.047 billion for Q4 and $3.806 billion for the full year. The company provided Q1 2026 guidance of approximately $2.6 billion revenue, non-GAAP gross margin 62-63%, and non-GAAP operating margin ~46%.
  • Background and additional details:Product and corporate actions include unveiling the R4 series for AI/data center networks, Arista AVA agentic AI enhancements, launch of cognitive campus and industrial-edge switches, and the acquisition of the VeloCloud® SD-WAN portfolio from Broadcom; prior-period non-GAAP adjustments of $19.5 million (Q4 2024) and $61.3 million (FY 2024) were disclosed and recast to conform to the current presentation.

  Conference call (event):

  • Date: February 12, 2026
  • Time: 1:30 p.m. Pacific time
  • Location/Access: Dial (888) 330-2502 (US) or +1 (240) 789-2713 (international); Conference ID 5655862; also available via live webcast on Arista investor relations website (https://investors.arista.com/).
• Feb 12, 2026

  Crunching Big Data Into 3D Images Accelerates Discovery

  Lawrence Berkeley National Laboratory (NERSC) and the Advanced Light Source (ALS) announced deployment of a Superfacility real-time data streaming pipeline connecting ALS Beamline 8.3.2 to NERSC via ESnet, enabling near-instant 3D micro-CT reconstructions during experiments.

  • Main announcement/action: The project implements real-time streaming from ALS to NERSC (via ESnet) so micro-CT datasets (often 50 GB+) are reconstructed on NERSC using multiple high-powered GPUs with results available in less than 10 seconds; this capability is the result of a two-year collaborative project involving 30+ contributors and is now in daily production use. The pipeline was developed through NERSC’s NESAP program and integrated by ALS Beamline Controls, Photon Science Computing, and Berkeley Lab IT.
  • Background and details: The effort built on shared code from APS/Argonne, included updates to beamline data-acquisition software/hardware, and was first demonstrated in production with the Saad Bhamla Lab (Georgia Tech). The team plans to expand the framework to support ptychographic imaging and to combine the pipeline with AI/ML tools for automated image segmentation and analysis.
• Feb 11, 2026

  Climate Change Solutions - February 10, 2026

  The Environmental and Energy Study Institute (EESI) published a newsletter highlighting climate risks to winter sports, related policy updates, and upcoming briefings and events.

  • Main announcement: EESI released coverage on climate impacts to winter sports at the 2026 Winter Olympics in Milan and Cortina D’Ampezzo, citing over $1 billion in losses in the United States and the closure of 265 ski resorts in Italy; the newsletter links to a feature article, a 30-minute podcast with sport ecologist Madeleine Orr, and an archival piece on ice rink refrigerant emissions (mitigation strategies and policy). It also promotes EESI articles on data center water use and a recorded briefing on grid optimization and energy efficiency.

  • Legislative and events details: The newsletter summarizes congressional activity and announces upcoming briefings and dates:

    • Legislation: reintroduction/advancement of H.R.1355 (Weatherization Enhancement and Readiness Act), H.R.3474 (Federal Mechanical Insulation Act) reported to the House floor, S.688 (FISH Act of 2025) advanced in Senate, companion H.R.3756, and introduction of H.R.7257 (SECURE Grid Act).
    • Events (dates/times/locations/subject):
      • Feb 20, 12:00 p.m. - 12:30 p.m. (online): “Frozen Infrastructure: Winter Storm Impacts on Communities and the Power Grid” — rapid readout on Winter Storm Fern impacts and recovery pathways.
      • Feb 26, 3:30 p.m. - 5:00 p.m., Rayburn House Office Building Gold Room (Room 2168) & online: “Understanding Load Growth and Energy Affordability” — factbook findings in partnership with BCSE (data center energy demand discussed).
      • Mar 3, 3:00 p.m. - 4:30 p.m., Russell Senate Office Building Room 385 & online (reception to follow): “Igniting Innovation: Progress and a Path Forward for Wildfire Policy” — solutions and federal policy strategies (costs cited: up to $424 billion annually to the U.S.).
      • Mar 12, 3:30 p.m. - 5:00 p.m., Rayburn House Office Building Gold Room (Room 2168) & online: “Strategies to Lower Utility Bills Now for Households and Small Businesses.”
• Feb 11, 2026

  Capacity with confidence: Powering AI factories from Chip-to-Grid

  ETAP (with NVIDIA) announces the Chip-to-Grid planning vision to unify electrical modeling from transmission down to silicon for AI factories.

  • Main announcement: ETAP, championing a Chip-to-Grid framework in collaboration with NVIDIA, proposes a unified planning and operations approach that integrates accelerated computing, AI-enabled decision-making, and high-fidelity electrical digital twins, claiming up to 5X performance with NVIDIA cuDSS and positioning ETAP Grid™ as the live-planning-to-operations backbone.
  • Background and details: The article explains that the approach couples ETAP Electrical Digital Twin with NVIDIA Omniverse DSX blueprint (OpenUSD-based) to model power systems down to rack/chip level, highlights GPU-accelerated solver demonstrations and NVIDIA CUDA-X improvements, and emphasizes synchronized real-time visibility for what-if analyses, switching validation, and risk mitigation; published as a guest blog by Tanuj Khandelwal on February 11, 2026.
• Feb 10, 2026

  Let’s Make Great Things Happen on the Grid (Again)

  Bryce Yonker, Executive Director and CEO of Grid Forward, urges utilities and stakeholders to undertake large-scale grid upgrades to meet surging AI compute demand, electrified transport, and broader electrification needs (opinion piece following DTECH 2026).

  • Main action: After attending DTECH 2026 (San Diego), Yonker calls for large-scale deployment of grid basics—more generation, more transmission, more distribution—and advanced operational capabilities such as real-time awareness, automated controls, and greater flexibility to meet near-term demand.
  • Context and details: The piece is an op-ed/reflection (not a new funding or policy announcement); it cites Elon Musk’s podcast remark that “in the next three to five years it will be easier to launch datacenters into space”, highlights that current efforts are too often piecemeal/Band-Aids, and urges coordinated action among utilities, innovators, investors, government, and advocates.
• Feb 4, 2026 · Google

  Q4 earnings call: Remarks from our CEO

  Alphabet announced Q4 earnings and CEO Sundar Pichai summarized major product and infrastructure milestones including Gemini 3 adoption and a large 2026 CapEx plan.

  • Main announcement: Alphabet reported Q4 results with annual revenues exceeding $400 billion, highlighted the launch and momentum of Gemini 3, and announced 2026 CapEx guidance of $175 to $185 billion; Sundar Pichai also noted intent to acquire Intersect (data center and energy infrastructure solutions) and detailed Cloud, YouTube and Waymo metrics.
  • Additional details/background:Cloud is on an annual run rate of over $70 billion with a $240 billion backlog, YouTube annual revenues surpassed $60 billion, Google reported over 325 million paid subscriptions, Gemini App has 750 million MAU, and the company reduced Gemini serving unit costs by 78% over 2025.
• Feb 4, 2026

  Michelle W Bowman: Outlook for the economy and monetary policy

  Michelle W. Bowman, Vice Chair for Supervision of the Federal Reserve Board, delivered a speech presenting her outlook on the U.S. economy and monetary policy.

  • Policy actions and stance: She noted that the FOMC’s actions resulted in a cumulative 75 basis points of reductions since September, bringing the federal funds target range to 3-1/2 to 3-3/4 percent; she voted for those cuts to address labor market fragility and believes inflation excluding tariff effects is moving closer to 2 percent, while remaining ready to adjust policy based on incoming data.
  • Context, data, and supervisory updates: She highlighted labor market fragility (unemployment 4.4% in December, private job gains about 30,000/month in Q4), reported core PCE inflation at 2.9% in December before tariff adjustments, noted growth support from AI-related and data center investment, and summarized supervisory reforms including finalizing leverage-ratio revisions, stress-test improvements, issuance of supervisory operating principles, and the withdrawal of climate-related supervisory guidance.
• Feb 3, 2026

  GE Vernova expands its Grid Automation portfolio with a new solution for modern grids

  GE Vernova announced the launch of GridBeats™ APS, a software-defined automation and protection system to simplify substation operations and reduce hardware footprint.

  • Main announcement: GE Vernova launched GridBeats™ APS to modernize substations by supporting all protection and control applications on a single platform, using patented hardware abstraction to reduce required hardware and spares (can consolidate hundreds of individual packages into as few as ten). The product is being showcased at DTECH 2026 (February 3–5, San Diego, CA) and will be unveiled via a LinkedIn Live event; GE Vernova is exhibiting at booth #3112.
  • Background and product details: GridBeats™ APS enables operators to update cybersecurity and communications software without revalidating protection functions, run multiple protection/control applications on one device, perform remote application updates without taking devices offline, and addresses aging infrastructure, capacity expansion, operational complexity, and cybersecurity. The release is a product launch/announcement (press release) rather than a reporting on a prior deal.
• Feb 1, 2026

  Oracle Announces Equity and Debt Financing Plan for Calendar Year 2026

  Oracle Corporation announced a financing plan to raise $45 to $50 billion in calendar year 2026 to fund expansion of its Oracle Cloud Infrastructure capacity.

  • $45–$50 billion target for calendar year 2026: Oracle will raise gross cash proceeds of $45 to $50 billion, using a balanced combination of debt and equity with approximately half equity and half debt; equity components include an initial issuance of mandatory convertible preferred securities (a modest portion) and a newly authorized at-the-market equity program of up to $20 billion to be issued flexibly over time. The debt component will be a single, one-time issuance of investment-grade senior unsecured bonds early in 2026; the plan has been approved by the Oracle Board of Directors and intends to maintain an investment-grade balance sheet.
  • Background and implementation details: Goldman Sachs & Co. LLC will lead the senior unsecured bond offering and Citigroup will lead the at-the-market and mandatory convertible preferred offerings; the financing is intended to build capacity to meet contracted demand from major customers including AMD, Meta, NVIDIA, OpenAI, TikTok and xAI. The release includes a Safe Harbor noting risks such as delays in construction or implementation of any of the data centers. Investor contact: phone 1-650-506-4073, email investor_us@oracle.com, address Investor Relations Department, Oracle Corporation, 500 Oracle Parkway, Redwood City, California 94065.
• Jan 30, 2026

  Climate Change Solutions - January 27, 2025

  The U.S. Congress has enacted the Commerce, Justice, Science; Energy and Water Development; and Interior and Environment Appropriations Act of 2026 (H.R.6938), signed into law by the President.

  • Main action: The appropriations minibus (H.R.6938) was signed into law, providing FY2026 funding for agencies including the U.S. Department of Energy, EPA (including ENERGY STAR®), NASA, and the Forest Service; bill summaries for Commerce, Justice, Science; Energy and Water Development; and Interior and Environment appropriations are linked in the newsletter.
  • Other legislative and policy items referenced:NFIP Extension Act of 2026 (H.R.5577) advanced in the House to extend NFIP authorization through September 2026; Northwest Straits Marine Conservation Initiative Reauthorization Act (H.R.2860) was reported out with $10 million annually through 2031 for the Northwest Straits Commission; the Advancing Cutting Edge (ACE) Agriculture Act (H.R.7142 / S.3637) was reintroduced to reauthorize the Agriculture Advanced Research and Development Authority. The newsletter also announces an EESI briefing postponed (wildfire briefing) and lists upcoming briefings (dates, rooms, and RSVP links).