California Data Center Intel

Recent California data center news

• Nov 6, 2025

  Soluna Announces Monthly Business Update

  Soluna Holdings, Inc. announced October 2025 project site-level operations, developments, and updates.

  • Main announcement & corporate highlights: Soluna disclosed a new 3.3 MW hosting partnership with KULR Technology Group at Project Sophie, highlighted a $100M credit facility referenced with Generate Capital to accelerate renewable-powered computing, announced the appointment of Agnes Budzyn to the Board, and promoted media/features and content (podcast, blogs, AMA). Key timelines: one 3.3 MW deployment completed end of October, second 3.3 MW expected beginning of November.
  • Project and implementation details: Construction and deployment milestones include Project Dorothy 2 substantial Phase 3 completion with full construction on track for mid-November, a 20 MW Canaan deployment expected in January, Project Kati 1 substation upgrade completed for full 83 MW with Phase K1A 48 MW Galaxy and Phase K1B 35 MW long-lead equipment staged, Project Kati 2 signed an MOU with an HPC partner with design/engineering expected to begin in Q4 and 50 acres of land acquired, and Project Grace completed concept microgrid design and signed an MOU to address “power demand fluctuations that cause grid instability”. PPAs and REP agreements are being finalized for Ellen and Hedy; work on PPAs continues for Annie, Gladys, Rosa, and Fei.
• Nov 6, 2025 · RMI

  How Virtual Power Plants Can Help the United States Win the AI Race

  RMI publishes an analytical brief recommending rapid deployment and novel commercial models for virtual power plants (VPPs) to speed interconnection and reliably supply growing AI/data-center loads in the United States.

  • Main announcement/action: RMI proposes three commercial models (Pass-Through Funding for Utility-Managed VPPs; VPP Capacity Transfer; VPP as Reliability Reinforcement) to enable large loads to sponsor VPP capacity in exchange for expedited interconnection. Key figures and timelines include VPPs could scale to meet over 20% of US peak demand by 2030, Brattle’s finding that 400 MW of VPP resource adequacy costs ~$2 million annually versus ~$43 million for equivalent new gas plants and grid upgrades, and examples of program scale such as California’s DSGS enrolling over 750 MW (including a 500 MW increase during Jan–Oct 2025). Utility and grid timing constraints cited include gas turbine backlogs through at least 2028, average interconnection timelines >5 years, and localized waits (e.g., Dominion warns up to 7 years in Northern Virginia; some DFW data center deliveries delayed to 2027 or later).

  • Background and implementation details: The brief documents operational examples (National Grid Connected Solutions; Green Mountain Power battery programs; Ontario 90 MW residential VPP that enrolled 100,000 homes in six months) and outlines policy and market prerequisites: changes to interconnection policy (e.g., Oregon, Nevada, CAISO, SPP experiments), stronger integrated planning and data access (capacity accreditation, Green Button Connect), and customer protection measures (transparent tariffs, up-front payments/long-term contracts, rate-design evaluations). It emphasizes measurement & verification, transferable capacity credits, and that models shift different financial and delivery risks among large loads, VPP aggregators, and utilities.

• Nov 5, 2025

  SolarEdge and Infineon Collaborate to Advance High-Efficiency Power Infrastructure for AI Data Centers

  SolarEdge Technologies and Infineon Technologies AG announced a collaboration to advance SolarEdge’s Solid-State Transformer (SST) platform for next-generation AI and hyperscale data centers (press release dated November 5, 2025).

  • Main announcement: Joint development to design, optimize and validate a modular 2–5 MW SST building block combining Infineon’s SiC switching technology with SolarEdge’s power-conversion and control topology; target performance includes >99% efficiency and direct medium-voltage (13.8–34.5 kV) to 800–1500 V DC conversion aimed at 800 VDC AI data-center architectures. No specific commercialization or deployment timeline is specified in the release.
  • Background and details: SolarEdge brings >15 years of DC-coupled architecture experience and aims to expand into the data-center market; Infineon supplies semiconductor materials across Si, SiC, and GaN, and reported ~58,060 employees and ~€15 billion revenue in FY2024 (fiscal year ending Sept 30, 2024). The collaboration focuses on scalable, high-efficiency power distribution from grid to rack and includes joint design, optimization, and validation activities.
• Nov 4, 2025

  Power, Proximity, Policy: The Legal Landscape of Siting Data Centers Near Natural Gas Resources

  Michelman Robinson partners Warren Koshofer and Seth Leibenstein analyze the legal and regulatory considerations for siting data centers near U.S. natural gas resources.

  • Main announcement/action: The article provides a legal and practical guide on siting data centers adjacent to natural gas infrastructure, noting concrete facts such as data center loads often exceeding 100 megawatts per site and that natural gas supplies more than 40% of U.S. electricity. It identifies regional hubs (Texas/Permian Basin; Appalachian Basin — Marcellus & Utica; Midcontinent/Great Plains; Rockies — DJ and Powder River basins; Gulf South — Louisiana & Mississippi) and highlights relevant regulators like ERCOT and FERC, plus contractual vehicles such as PPAs and gas tolling arrangements.
  • Background and details: The piece outlines regulatory and compliance requirements (Clean Air Act permitting, Section 401 water quality certifications, state environmental reviews), flags evolving ESG and carbon disclosure pressures (SEC proposals, IRA incentives), and lists states considering restrictions on fossil-fueled generation for new data centers (Oregon, Virginia, Illinois). Contact details for the authors are provided: Warren Koshofer (212-730-7700; wkoshofer@mrllp.com) and Seth Leibenstein (212-730-7700; sliebenstein@mrllp.com).
• Nov 4, 2025

  How MEP contractor Comfort Systems USA leveraged Lego-like model to drive 15x growth

  Comfort Systems USA reported 33% year-over-year revenue growth in Q3 2025 (press release published Oct. 23, 2025).

  • Main announcement: Comfort Systems USA released Q3 2025 results on Oct. 23, 2025, reporting 33% year-over-year revenue growth; CEO Brian Lane said, “Our amazing teams … have delivered financial results that far exceed even our recent outcomes.” The company said services account for ~15% of revenue and highlighted expanding volumetric modular construction capacity.
  • Background and details: Growth is primarily driven by data center and manufacturing MEP work tied to an AI infrastructure buildout and reshoring; MEP content is ~20% of cost in typical commercial offices vs 60–70% in data centers. Comfort Systems emphasizes volumetric modular prefabrication (built offsite and assembled onsite); between 2000 and 2020 the company’s share price rose from roughly $50 to $500. Other details: MEP work for schools doubled 2021–2024, office work grew 30–40%, Emcor targets Tier 1 markets while Comfort Systems focuses on Tier 2 markets, and labor availability/unionization affects cost dynamics. This article is an earnings/market analysis piece (Facilities Dive coverage).
• Nov 4, 2025

  Energy Vault, EU Green Energy Sign Framework Agreement for Deployment of up to $250 Million of Battery Energy Storage Systems, Totaling 1.8 GWh, to Accelerate Renewable Deployment

  The Company announced a Framework Supply Agreement (FSA) between Energy Vault and EU Green Energy to deploy battery energy storage across the Balkans.

  • Main announcement: Energy Vault signed an FSA with EU Green Energy to deploy up to 1.8 GWh of Battery Energy Storage Systems (BESS) over the next four years, beginning with a 100 MW / 400 MWh project in Kulluricë, southern Albania; Phase 1 (50 MW / 200 MWh) is targeted to reach commercial operation in Q3 2026 and Phase 2 (50 MW / 200 MWh) in Q1 2027, and the agreement is conditioned upon final Albanian legislative approval.
  • Background and details: The partnership will use Energy Vault’s B-VAULT™ hardware and VaultOS™ energy management software; Energy Vault’s B-VAULT™ portfolio now exceeds 2 GWh of deployed or contracted systems globally. The agreement supports EU Green Energy’s expansion across Albania, Kosovo, North Macedonia, and Montenegro. Contact emails provided: energyvaultIR@icrinc.com (investor relations via ICR) and media@energyvault.com (media).
• Nov 4, 2025

  Hadron Energy Advances its Regulatory Readiness Ahead of $1.2Bn Merger

  Hadron Energy, Inc. is announcing proactive regulatory engagement with the U.S. Nuclear Regulatory Commission while approaching a $1.2Bn SPAC merger with GigCapital7 Corp.

  • Main announcement/action: Hadron is advancing a front-loaded regulatory strategy with the U.S. Nuclear Regulatory Commission (NRC) while preparing for a $1.2Bn SPAC merger with GigCapital7 Corp.; key steps include attendance at NRC stakeholder meetings (first in December 2024, ongoing public meetings, and specifically July 17-18, 2025), submission of a Letter of Intent and initial Regulatory Engagement Plan (REP) in April 2025, filing of its Quality Assurance Program Description (QAPD), and an imminent filing of the Topical Report on Principal Design Criteria (PDC).
  • Background and other details: Hadron’s product, the Halo MMR, is designed to deliver 10 MW and is transportable in a shipping container; the company has also engaged with the Department of Energy (DOE) including the Janus Project (DOE initiative for MMR readiness at U.S. military bases), and reports continuing work despite a federal government shutdown to meet corporate regulatory timelines.
• Nov 4, 2025

  Hadron Energy Advances its Regulatory Readiness Ahead of $1.2Bn Merger

  Hadron Energy, Inc. announces regulatory progress with the U.S. Nuclear Regulatory Commission (NRC) while preparing for a $1.2Bn SPAC merger with GigCapital7 Corp.

  • Primary action: Hadron submitted a Letter of Intent and an initial Regulatory Engagement Plan (REP) in April 2025, has filed its Quality Assurance Program Description (QAPD), and will soon file its Topical Report on Principal Design Criteria (PDC); the company also participated in NRC stakeholder meetings including Dec 2024 and Jul 17-18, 2025, where it publicly supported a more restrictive safety framework for microreactors that it states its Halo MMR will meet.
  • Background & partnerships: Hadron is pursuing a $1.2Bn SPAC merger with GigCapital7 Corp., is engaging with the U.S. Department of Energy (DOE) (including the Janus Project for MMR readiness on military bases), and emphasizes a front-loaded regulatory strategy to support rapid commercialization of its transportable 10 MW Halo MMR.
• Nov 4, 2025

  Pearce Services Acquisition Expands CBRE’s Capabilities to Serve Digital and Power Infrastructure

  CBRE Group, Inc. announced the acquisition of Pearce Services, LLC from New Mountain Capital for approximately $1.2 billion in cash plus an earn-out of up to $115 million subject to 2027 performance thresholds.

  • Acquisition details and terms: CBRE will acquire Pearce Services for an initial purchase price of approximately $1.2 billion in cash plus a potential earn-out up to $115 million if Pearce meets specified performance thresholds in 2027; Pearce will operate within CBRE’s Building Operations & Experience segment and is expected to be immediately accretive to core EPS.
  • Business profile, financial projections and scope: Pearce (founded 1998, based in Paso Robles, CA) has >4,000 employees across North America and India and serves markets comprising Critical Power & Cooling (34% of expected 2025 revenue), Renewable Energy & Storage (30%), Wireless & Fiber (29%), EV Charging (7%); Pearce is projected to generate > $660 million revenue and > $90 million EBITDA in 2026, and CBRE expects > $350 million Core EBITDA from digital and power infrastructure services in 2026; CBRE expects net leverage of ~1.1x at end-2025.
• Nov 4, 2025

  Michael Johnson, JD, Returns to Kleinfelder’s Leadership Team as National Power Market Manager

  Kleinfelder has announced the return of Michael Johnson, JD, as Senior Vice President, National Power Market Manager.

  • Announcement details: Michael Johnson will focus on continuous operational improvement, strategic planning, and national market expansion in critical energy infrastructure; he brings more than 25 years of power industry experience and leadership in large-scale electric transmission programs, PMO oversight, corporate strategy, and M&A.
  • Background and company context: Kleinfelder (founded 1961) employs over 3,300 professionals, operates from over 110 office locations in the United States, Canada, and Australia, and is headquartered in San Diego, California. Johnson commented that growth is being driven by demand from AI and data centers and that grid modernization and major capital expenditures for transmission and renewable integration are central priorities. Contact for this release: Dustin Esposito, Communications Manager, DEsposito@Kleinfelder.com, (617) 498‐4627.