California Data Center Intel

Recent California data center news

• Oct 13, 2025

  NVIDIA, Partners Drive Next-Gen Efficient Gigawatt AI Factories in Buildup for Vera Rubin

  NVIDIA unveiled MGX and Kyber designs at the OCP Global Summit, presenting open-standard rack and compute-tray architectures and an ecosystem for 800 VDC gigawatt-scale AI data centers.

  • Main announcement/action: NVIDIA announced the Vera Rubin NVL144 MGX open-architecture rack servers and previewed the NVIDIA Kyber rack generation; supporting details include: 50+ MGX partners, Kyber to connect 576 Rubin Ultra GPUs by 2027, and Vera Rubin NVL144 features 100% liquid cooling, a midplane PCB replacing cable connections, 45°C liquid cooling, and a liquid-cooled busbar with 20x more energy storage.
  • Background/other details: multiple ecosystem partners and implementations were described, including Foxconn’s 40-megawatt Kaohsiung-1 data center (Taiwan) built for 800 VDC, Vertiv’s 800 VDC MGX reference architecture, HPE and others adding product support for NVIDIA Kyber and Spectrum-XGS; the summit (OCP Global Summit) took place Oct. 13-16 at San Jose Convention Center, agenda topics included:
    • Oct. 13-16, San Jose Convention Center — sessions and demos covering MGX rack servers, 800 VDC power delivery, liquid cooling, and Kyber rack architecture
    • Ecosystem showcases from silicon, power system and cooling vendors, and cloud/service providers demonstrating implementations and reference architectures

  (Notes contain factual announcements, partner lists, timelines, and event details drawn directly from the article.)

• Oct 9, 2025

  Energy Vault Closes $300 Million Preferred Equity Investment with Orion Infrastructure Capital (OIC), Officially Launching "Asset Vault" Platform in Move to Energy Asset Management and Long-Term Asset Development

  Energy Vault has announced the closing of a $300 million preferred equity investment from OIC L.P. to launch Asset Vault, a fully consolidated subsidiary to develop, build, own and operate energy storage assets globally.

  • Transaction and immediate deployment: The $300M preferred equity is non-dilutive to common shareholders and includes milestones for common equity participation; Energy Vault expects to draw nearly $200M over the next six months to start two late-stage projects in the U.S. and Australia, including the 125 MW / 1,000 MWh Stoney Creek BESS. The company states Asset Vault will accelerate deployment of +1.5 GW in priority markets and advance additional pipeline projects.
  • Portfolio, financing and timeline: Asset Vault consolidates a portfolio of 3 GW and 12+ GWh of identified/acquired/operational projects across the U.S., Europe and Australia, including the 57 MW / 114 MWh Cross Trails BESS and the 8.5 MW / 293 MWh Calistoga Resiliency Center (CRC); projects are supported by long-term offtake agreements, ITC incentives, and project-level debt financing, with a targeted 15%+ levered IRR over a 20-year asset life. Energy Vault schedules a virtual Investor and Analyst Day on Wednesday, October 29, 2025 (virtual registration link provided).
• Oct 9, 2025

  Energy Vault Closes $300 Million Preferred Equity Investment with Orion Infrastructure Capital (OIC), Officially Launching "Asset Vault" Platform in Move to Energy Asset Management and Long-Term Asset Development

  Energy Vault announced the closing of a $300 million preferred equity investment from OIC L.P. and the launch of Asset Vault, a fully consolidated subsidiary to develop, build, own and operate energy storage assets globally.

  • Transaction & primary action: Completed $300 million preferred equity investment from OIC L.P. to launch Asset Vault (Energy Vault’s consolidated subsidiary) to pursue an IPP strategy; the preferred equity is non-dilutive to common shareholders and includes milestones for common equity participation. The Company expects to draw nearly $200 million over the next six months to commence work on two additional late-stage projects (U.S. and Australia) including the 125 MW / 1,000 MWh Stoney Creek BESS.
  • Portfolio, financing & targets: Asset Vault consolidates ~3 GW and 12+ GWh of projects across the U.S., Europe and Australia, including the 57 MW / 114 MWh Cross Trails BESS and 8.5 MW / 293 MWh Calistoga Resiliency Center (CRC); projects are supported by long-term offtake agreements, Investment Tax Credit (ITC) incentives, and project-level debt financing with 15%+ targeted levered IRRs over a 20-year asset life. Implementation timeline/event:
    • Investor & Analyst Day: Wednesday, October 29, 2025 (virtual) — registration link: https://www.energyvault.com/rsvpinvestorday2025 — agenda: presentation of Asset Vault strategy, portfolio and financial outlook (time not specified).
• Oct 9, 2025

  Energy Vault Closes $300 Million Preferred Equity Investment with Orion Infrastructure Capital (OIC), Officially Launching "Asset Vault" Platform in Move to Energy Asset Management and Long-Term Asset Development

  Energy Vault has announced the closing of a $300 million preferred equity investment from OIC L.P. and the launch of Asset Vault, a fully consolidated subsidiary to develop, build, own and operate energy storage assets globally.

  • Main announcement: Energy Vault closed a $300 million preferred equity investment with OIC L.P. to officially launch Asset Vault, a fully consolidated subsidiary that will develop, build, own and operate storage assets; the preferred equity is non-dilutive to common shareholders and includes milestones for common equity participation. The company expects to draw nearly $200 million over the next six months to commence work on two additional late-stage projects (including the 125MW / 1,000MWh Stoney Creek BESS in New South Wales, Australia).

  • Background and details: Asset Vault consolidates a portfolio with 3GW and 12+ GWh of projects across the U.S., Europe and Australia, including the 57 MW / 114 MWh Cross Trails BESS and the 8.5 MW / 293 MWh Calistoga Resiliency Center; projects are supported by long-term offtake agreements, ITC incentives, and project-level debt financing targeting 15%+ levered IRRs over a 20-year asset life. For investors: a virtual Investor and Analyst Day is scheduled for Wednesday October 29th, 2025 (virtual; registration via the company website: https://www.energyvault.com/rsvpinvestorday2025).

• Oct 9, 2025

  New Data Center Developments: October 2025

  Data Center Knowledge published a monthly roundup of global data center project announcements and investments.

  • Main roundup highlights: The article aggregates multiple large-scale AI and data center commitments, notably Nvidia’s $100 billion strategic partnership with OpenAI to deploy 10 GW of GPU systems with “first deployments in the second half of 2026” using Nvidia’s Vera Rubin platform; CloudHQ’s $4.8 billion plan to build six data centers in Mexico City with a 900 MW private substation opening in 2027; and regional large investments including Microsoft’s $6 billion Norway deal and Nvidia/OpenAI’s $15 billion UK initiative. It also notes planned construction starts/timelines such as HydraVault beginning construction this fall for a Tier 3-compatible Chicago data center with user buildout access estimated by 2026.
  • Background and other concrete details: The piece lists several energy and infrastructure actions: Centersquare’s $1 billion self-funded acquisition of 10 data centers across the US and Canada; Hitachi Energy’s $1 billion grid investment to support data center growth; Ameresco partnering with the US Navy and CyrusOne to build a 100 MW AI-optimized data center at NAS Lemoore; Pelagos Data Centres’ 250 MW facility near Gibraltar to be built in five phases with the first phase by late 2027; and GreenSquareDC’s 110 MW Sydney campus securing approvals for an initial 15 MW phase expected complete by Q3 2026. For partnerships/deals: Nvidia–OpenAI will deploy GPUs via Vera Rubin and work with infrastructure firms (Nscale/CoreWeave) starting H2 2026; CloudHQ will build six Mexico City data centers and a 900 MW substation opening in 2027.
• Oct 8, 2025

  Why This Summer’s Heat Proved the Case for a Smarter Grid

  Marcus Krembs of Enel North America argues that smarter, flexible grid resources and rapid deployment of renewables, storage, and demand response helped the U.S. grid avoid major blackouts during the extreme Summer 2025 heat, and that faster transformation is required.

  • Main announcement/action: The commentary states that renewables, storage, and demand response materially improved grid resilience during Summer 2025 — citing 44% renewable supply through the first seven months of 2025, 13.5 GW of new renewable generation in Texas that reduced ERCOT blackout risk from 11% to <1%, and projected demand-response dispatches (from 411 last summer to a projected 720 dispatches this year). It calls for accelerated interconnection reform, more transmission, and scaled storage to meet rising demand.
  • Background and details: Provides supporting facts: fossil-fuel generation reached 290 TWh (nine-year high), PJM reduced load by >4,000 MW during extreme peaks using demand response, and the Department of Energy projects data center electricity demand could reach 12% of U.S. consumption by 2028. Mentions specific partnerships/agreements: Google signed demand response agreements with Indiana Michigan Power and Tennessee Power Authority for its AI data centers.
• Oct 6, 2025

  How PG&amp;amp;E’s $73B Transmission Spend Signals Data Center Grid Revolution

  Pacific Gas and Electric Company (PG&E) announced plans to spend $73 billion by 2030 to reinforce and expand its transmission and distribution network to support growing data center demand, especially AI-driven facilities.

  • Main announcement & implementation: PG&E will invest $73 billion by 2030 to bolster grid capacity and reliability; the company has identified around 10 GW of new electricity demand from data center projects over the next decade. The reporting highlights that these investments target transmission, distribution, and utility partnerships to manage load growth and reduce blackout risk.
  • Supporting details & stakeholder actions: Industry experts (Black & Veatch, Omdia, EdgeCore) call for flexible interconnection models, improved forecasting tools, demand response, on-site generation, and workload shifting by data centers. Specific technical context includes AI hardware power figures (1.4 kW GPUs, 500W CPUs), software/per-hardware mitigations (Nvidia/Google smoothing software, GPU supercapacitors), and operational constraints like aging infrastructure and long interconnection queues.
• Oct 6, 2025 · Information Technology and Innovation Foundation

  Tip of the Iceberg: Understanding the Full Depth of Big Tech’s Contribution to US Innovation and Competitiveness

  The Information Technology and Innovation Foundation (ITIF) argues that U.S. “big tech” firms (Apple, Amazon, Alphabet, Meta, Microsoft) provide critical R&D, infrastructure, and national-security spillovers that policymakers must account for when designing regulation or antitrust policy.

  • Main announcement / action: ITIF presents an analysis claiming the five largest U.S. tech firms invested $227 billion in R&D in 2024 and over $250 billion in capital expenditures in 2024, financing frontier projects (AI, quantum, semiconductors), strategic infrastructure (hyperscale data centers, subsea cables), and long-term energy deals (e.g., Alphabet–Kairos Power agreement to deliver six or seven SMRs between 2030–2035; Amazon anchored a $500 million investment round in X-energy; Amazon committed $150 billion to data center expansion over 15 years). These are presented as concrete, long-horizon commitments that create private demand signals for nuclear and other clean-energy technologies and underpin U.S. competitiveness vs. China.
  • Background and other details: The report documents open-research spillovers (AlphaFold, GraphCast, TensorFlow/PyTorch), startup and talent ecosystem links (acquisitions like YouTube/Android; AWS/Google/Microsoft startup programs and cloud credits), and defense ties (cloud contracts such as JWCC up to $9B to 2028, Microsoft IVAS $22B program). It cites third-party estimates and examples with timelines and dollar figures and urges regulators to include these quantified spillovers in cost-benefit analyses rather than only tallying harms.
• Oct 4, 2025

  Fears of massive battery fires spark local opposition to energy storage projects

  Local governments across the United States have passed temporary moratoriums on development of large lithium-ion battery energy storage systems.

  • Scope and local actions: At least a few dozen localities have adopted temporary moratoriums or are considering bans; examples include Island Park, NY (moratorium passed in July), Maple Valley, WA (six-month moratorium approved in July), and Halstead, KS (voter referendum on Election Day). Opposition cites the Moss Landing, CA fire in January (indoor storage fire that forced evacuation of about 1,500 people) and specific proposed projects such as a 250-megawatt lithium-ion system in the Town of Ulster, NY (opposed by residents). The developer Terra-Gen says its design will prevent fire spread and “poses no credible, scientific-based threat to neighbors, the public or the environment.”

  • Background, deployment and rules: Developers added 4,908 megawatts of battery storage capacity in Q2 2025 (about three-quarters of that in Arizona, California and Texas). New York targets 6,000 MW by 2030 (about half large-scale). Research from BloombergNEF notes large projects commissioned or started since 2024 in Saudi Arabia, South Africa, Australia, Netherlands, Chile, Canada and the U.K. The federal budget preserved key tax credits for qualified storage projects that begin construction within the next eight years, and New York has adopted fire codes requiring modular enclosure design and minimum spacing to limit fire spread. Experts (e.g., Ofodike Ezekoye, UT Austin) say systems are maturing but not foolproof.

• Oct 2, 2025

  BZI® to Celebrate the Grand Opening of Nautilus 1, The First Building Within Affiliate BZI Innovation Park, LLC’s 820-Acre Development, and Its First Permanent Tenant, Iron Depot™, on October 3, from 11am-1pm

  BZI Innovation Park affiliate announces Nautilus 1 building is certified for occupancy and will hold a grand opening on October 3, 2025.

  • Main announcement & event details: Nautilus 1 is ready for global occupancy and a grand opening will be held Friday, October 3, 2025, 11:00 am–1:00 pm at 1811 N. Innovation Way, Cedar City, Utah; the park is an 820-acre rail-served innovation park and transportation hub and will welcome Iron Depot as its first permanent resident.

    • Event sub-details: Date/Time: Oct 3, 2025, 11am–1pm. Location: 1811 N. Innovation Way, Cedar City, UT. Agenda: celebrate Nautilus 1 opening, highlight RailSync performance and park achievements.

  • Background, performance metrics and future plans: The park is recruiting tenants in construction materials, advanced manufacturing, e-commerce/distribution, and data centers; RailSync (on-site affiliate) has delivered more than 700 railcars since beginning operations in 2023 and removed more than 3,500 inbound semi-truck loads from highways between Salt Lake City and Phoenix over the past two years; BZI will present at the One Utah Summit (Oct 7, 2025, Cedar City) where Drake Howell will speak on the park’s impact and CEO James Barlow will join a VIP breakfast with Utah Governor Spencer Cox. Contact: contact@bziinnovationpark.com, 888.926.8190.