California Data Center Intel

Recent California data center news

• Jan 9, 2026

  CES2026: Quantum Computing Leaders Map Next Phase in AI Age

  A CES panel of industry and government representatives outlined a roadmap emphasizing hybrid quantum-classical systems, international research ties, workforce development, supply-chain coordination, and near-term engineering and policy constraints.

  • Main announcement and roadmap details: Panelists from Dell Technologies, Amazon Web Services, the Quantum Economic Development Consortium, and the Colorado Office of Economic Development and International Trade said progress requires coordination across infrastructure, workforce, supply chains, and public policy; referenced near-term target years 2028, 2030, and DARPA’s goal of useful quantum computing by 2033.

    • Event: CES panel in Las Vegas, Jan. 8, 2026; subject: quantum computing roadmap, hybrid systems, policy and engineering constraints; participants discussed hardware R&D, post-quantum security, and international collaboration.

  • Background, funding, and concrete commitments: The Department of Energy has committed $625 million over five years to support quantum information science research centers; Colorado committed $44 million in tax credits and a loan-loss reserve program for early-stage quantum companies; Colorado signed government-to-government agreements with the United Kingdom and Finland; AWS noted hardware R&D in Pasadena, California and an internal post-quantum security team; panelists highlighted narrow, internationally distributed supply chains (cryogenics, refrigeration components).

• Jan 8, 2026

  Environmental Notes - January 2026

  The Trump Administration issued Executive Order 14318 on July 23, 2025, titled “Accelerating Federal Permitting of Data Center Infrastructure,” directing federal agencies to reduce permitting and regulatory hurdles for qualifying data center projects.

  • Main action: E.O. 14318 directs federal agencies, including the Environmental Protection Agency (EPA), to explore and drive opportunities to reduce regulatory permitting and other hurdles for data centers and their component supply chains; it applies to “Qualifying Projects” including large-scale or nationally strategic “Data Center Projects” and “Covered Component Projects” (addressing parts, supply chain and energy needs for large data centers). The Order date is July 23, 2025.
  • Background and publication details: The summary is published by attorneys Tanner Brantley, William Kuriger, Henry Pollard, V, and Ryan Trail of Williams Mullen on JD Supra; the post links to a full PDF of the publication and references related topics such as NEPA, Clean Water Act, brownfield properties, and EPA permitting; no specific funding or monetary values are cited.
• Jan 8, 2026

  AI Copilot Keeps Berkeley’s X-Ray Particle Accelerator on Track

  Lawrence Berkeley National Laboratory has deployed the Accelerator Assistant, an LLM-driven system at the Advanced Light Source (ALS) to support and autonomously assist with accelerator operations and multistage experiment setup.

  • Deployment and capabilities: The Accelerator Assistant runs on an NVIDIA H100 GPU (using CUDA) and routes requests through Gemini, Claude, or ChatGPT via the CBorg gateway; it integrates with the lab-developed Osprey framework, Ollama for local inference, EPICS, and Jupyter Notebook execution environments, and can access a database of >230,000 process variables, supporting 40 beamlines and ~1,700 experiments per year.
  • Implementation details and rollout: Operators access the tool via command line or Open WebUI with authenticated sessions and personalized memory; the team reports up to 100x reduction in setup effort (“two orders of magnitude”), has published a research paper (arXiv), and is expanding the framework across the DOE’s Genesys mission and in collaborations with ITER (France) and the ELT (Chile).
• Jan 8, 2026

  Beat the AI Clock: Federal Initiatives to Accelerate Data Center Environmental Permitting and Brownfield Opportunities

  The Trump Administration issued Executive Order 14318 to accelerate federal permitting for data center infrastructure and encourage reuse of Brownfield and Superfund sites for such projects.

  • Main action: E.O. 14318 (issued July 23, 2025) directs federal agencies including the EPA and Council on Environmental Quality to identify NEPA categorical exclusions, expedite environmental permitting, and treat certain large-scale data centers and supply-chain projects as “Qualifying Projects”; EPA must expeditiously identify Brownfield and Superfund sites and, within 180 days, “shall develop guidance to help expedite environmental reviews for qualified reuse.”
  • Details & implementation: The EO requires agency action on NEPA exceptions and programmatic Endangered Species Act consultation for common construction activities over the next 10 years, directs the Secretary of the Army to consider activity-specific nationwide permits under Clean Water Act §404 and Section 10 of the Rivers and Harbors Act, and signals federal-state tension (e.g., Virginia General Assembly, incoming Spanberger administration) over energy and land-use constraints.
• Jan 8, 2026

  A Broadband Breakfast Spotlight on AI Infrastructure at CES2026

  Broadband Breakfast Live Online hosted a CES 2026 webcast highlighting that AI must be treated as digital infrastructure, not just software, with panelists focusing on energy efficiency and grid capacity.

  • Main announcement/action: The webcast’s panelists, including Jasmine Shih (VC with Nvidia and Applied Materials experience) asserted that “performance per watt” is a primary AI goal and that “we’re actually talking about AI and infrastructure”; Joseph Longway claimed upcoming Nvidia chips will reduce energy usage by 10x, and the panel repeated that clients seeking megawatts of power face capacity constraints.
  • Background and details: Panelists raised concerns about overbuilding AI infrastructure without optimizing energy needs (Shafaq Abdullah); Porter Wong said Clean Leap has seen nearly 3,000 startup applicants and warned “Our national electric grid is not built for that”; Aaron Rose highlighted digital access disparities and cited warnings from The Economist about escalating capital expenditures.
• Jan 7, 2026

  Report: Dallas’ Sports-Focused PE Firm Arctos Acquired by KKR at a $1B Valuation

  KKR has agreed to acquire Dallas-based Arctos Partners at a $1 billion valuation (potentially rising to $1.5 billion with incentives), according to Bloomberg.

  • Deal details and immediate actions: The acquisition values Arctos Partners at $1 billion, with incentives that could boost valuation to $1.5 billion; under the agreement Ian Charles and other senior Arctos executives will receive shares in KKR, and KKR and Arctos are seeking approval from the leading U.S. sports leagues to complete the transaction.
  • Background and related business lines: In 2024 Arctos closed its Sports Partners Fund II with more than $4.1 billion in capital commitments, bringing Arctos’ aggregate sports-related assets under management to approximately $7 billion; in September Arctos launched Arctos Capital Markets to connect high-net-worth investors with team ownership opportunities, and via its Keystone Real Estate strategy Arctos is an investment partner in the Element Critical data center platform (facilities in Austin, Houston, and Chicago) alongside Mercuria, 26North, and Safanad.
• Jan 7, 2026

  Renewable Properties Secures Additional $40 Million From AB CarVal

  Renewable Properties has increased its corporate capital facility with funds managed by AB CarVal by $40 million, bringing the total facility to $120 million (announcement dated January 7).

  • Main announcement: Renewable Properties expanded its existing corporate capital facility with AB CarVal by $40 million, increasing the facility to $120 million; funds will be used to secure new project opportunities and acquisitions, expand development into new markets, and accelerate project development in existing markets. The announcement was made on January 7 and names AB CarVal (part of AllianceBernstein’s Private Alternatives) as the investor increasing its commitment.
  • Background and details: Renewable Properties currently has more than 1.7 GW of solar and energy storage under development across 17 states, with more than 300 MW under construction or in operation; AB CarVal is noted to have about $20 billion in assets under management and has deployed more than $6 billion in energy transition investments since 2017. The enlarged facility will also allow diversification into powered land for edge data centers in key metro locations throughout the U.S.
• Jan 7, 2026

  Renewable Properties Secures Additional $40 Million From AB CarVal

  California-based Renewable Properties announced it increased its existing corporate capital facility with funds managed by AB CarVal by $40 million to a total of $120 million (announcement dated January 7).

  • Main action: Renewable Properties increased its corporate capital facility by $40 million to $120 million with funds managed by AB CarVal (part of AllianceBernstein’s Private Alternatives) on January 7; the additional funds will be used to secure new project opportunities and acquisitions, expand development into new markets, and accelerate project development in existing markets, including diversification into powered land for edge data centers in key U.S. metro locations.
  • Background and details:Renewable Properties currently reports more than 1.7 GW of solar and energy storage under development across 17 states, with more than 300 MW under construction or in operation; AB CarVal (part of AllianceBernstein) first invested in 2020 and expanded commitments in 2022 and 2023; AB CarVal/AllianceBernstein has about $20 billion AUM and the group has deployed more than $6 billion in energy transition investments since 2017.
• Jan 7, 2026

  Nvidia's new AI computing platform makes leap with new TSMC-made chips

  Nvidia has announced the Vera Rubin AI supercomputer platform is in full production, featuring six new chips manufactured by TSMC.

  • Main announcement: Nvidia unveiled the Vera Rubin platform comprised of six concurrent chips (Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, Spectrum-X Ethernet Switch) primarily produced on TSMC’s 3-nanometer process; the flagship system is the liquid-cooled Vera Rubin NVL72 weighing nearly 2 tons, and the company stated the platform is “in full production.”
  • Background and details: Nvidia says the new platform slashes inference costs to one-seventh of Blackwell and reduces GPU count for Mixture-of-Experts (MoE) training by 75%; leading adopters expected include AWS, Meta, Google, and Microsoft, and Hon Hai (Foxconn) is cited as the main manufacturer of servers using the Rubin platform.
• Jan 7, 2026

  Looking Ahead to 2026: Signals from Energy, AI, and Industry

  MCJ published a set of predictions for 2026 covering energy, AI, data centers, nuclear fission, grid policy, and geoengineering.

  • Main announcement (predictions): MCJ contributors (Cody, David, Yin, Thai, Casey) forecast automation and autonomy moving from pilots into default infrastructure; consolidation in AI and data center markets via acquisitions; a migration of founders and commercialization activity to the American Southwest (Utah, Nevada, New Mexico, Texas); continued fission buildout supported by DOE underwriting and hyperscaler offtake with “shovels in the ground” expected in 2026; and geoengineering becoming an investible category as philanthropic and early equity flows increase.
  • Background and concrete details: The piece cites ERCOT-inspired storage frameworks (e.g., RTC+B) and broader ISO adoption starting in 2026 to enable real-time co-optimization and unified market participation for storage; predicts vertical integration in the AI/data center sector where buyers target combinations of land, power generation, and software; notes DOE financing for nuclear restarts since 2024 and anticipates novel reactors demonstrating criticality in 2026. Contact for submissions or feedback: info@mcj.vc.