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California Data Center Intel
Latest data center news, projects, power and policy across California — updated daily.
California · Construction & power moves · 1
full tracker →Land, power, and interconnection moves across California — each traced to primary filings.
Top JUST IN — California
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CAISO schedules Large Loads Initiative stakeholder meeting and draft final proposal comment period
Source: California ISO · Sep 10, 2026According to CAISO, the ISO will host a hybrid stakeholder meeting on Oct. 1, 2026 for the Large Loads Initiative, post a draft final proposal on Sep. 24, 2026, and open comments due by Oct. 15, 2026. CAISO also says stakeholders will review the proposal before it goes to the Board of Governors and before the ISO files tariff language with FERC, indicating an active regulatory process for large loads in California.
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Initiative: Additional discussion of operational and technical requirements, call on 8/24/26
Source: California ISO · Aug 17, 2026California ISO said it scheduled an additional stakeholder meeting for the Large Loads Initiative “to provide additional time, if needed, to discuss the operational and technical requirements” in the Large Loads Straw Proposal and Large Loads Technical Requirements Straw Proposal, with topics including “Operational requirements” and “Technical requirements” (California ISO, Aug. 17, 2026). The notice also says the Aug. 24 meeting was contingent and ultimately unnecessary because “We were able to cover all of the material and will no longer need the meeting on 8/24.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Initiative: Straw proposal posted, meeting on 8/19/26
Source: California ISO · Aug 12, 2026California ISO says that, following the FERC “June 18, 2026, Order to Show Cause,” its Large Loads Initiative is the “primary forum” for possible “tariff, policy, and process enhancements” affecting large-load integration on the ISO-controlled grid, including “planning, interconnection, transmission service, reliability, and operational considerations.” CAISO also says the straw proposal will address “Cost Shifting Risk Among Transmission Customers,” “Co-Location Arrangements and Load with Behind the Meter Generation,” and “Interconnection Customers Serving Electrically Proximate Large Load and Co-Located Load.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Considerations: Comment deadline on information session moved to 2/25/26
Source: California ISO · Feb 12, 2026California ISO said it “has moved the deadline for written comments on the Large Load Considerations issue paper and Feb. 5 meeting discussion to Feb. 25, 2026,” and asked stakeholders to submit comments by end of day Feb. 25, 2026. The notice also says the “issue paper, presentation, and meeting recording are available” on CAISO’s Large Load webpage.
Backed by 1 primary filing — sign in or book a call to see all sources.
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2025 Draft Participating Transmission Owner Per Unit Cost Guides Posted
Source: California ISO · Apr 03, 2025CAISO said it “has posted the Draft Per Unit Cost Guides” and that “participating transmission owners update and publish per unit costs annually as part of the current interconnection study cycle for estimating the cost of facilities required to interconnect resources,” with written comments due by April 30, 2025, according to the California ISO notice.
Backed by 1 primary filing — sign in or book a call to see all sources.
Recent California data center news
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BioLargo Reflects on 2025 Progress and Positions for the Next Phase of Global Infrastructure, Environmental, and Medical Innovation
BioLargo, Inc. delivered an open letter to stockholders summarizing 2025 progress and positioning its environmental, energy-storage (Cellinity), and medical (Clyra) platforms for commercial deployment in 2026.
- Main announcement: BioLargo reports deployment progress in 2025, including installation of its proprietary Aqueous Electrostatic Concentrator (AEC) for PFAS removal at a municipal plant in Lake Stockholm, New Jersey, advancing public-private plans for Cellinity battery factory development aligned with state/regional infrastructure priorities, and Clyra completing a first production run for ViaClyr with commercial distribution preparations and expected product launches in 2026.
- Background and details: Management emphasizes disciplined capital deployment and technical validation over rapid expansion; outlines use-cases across data centers, advanced manufacturing, energy storage, and environmental remediation; notes Clyra will present clinical findings at medical symposiums in early 2026 and that Cellinity is positioned as a domestic production alternative addressing safety and supply-chain concerns.
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How AI can help cut global emissions even as its power demands continue to impact the environment
The Associated Press reports that AI applications can reduce greenhouse-gas emissions even as AI computing and data centre energy use rises.
- Main announcement/action: The article documents multiple real-world AI applications that reduce emissions or improve energy efficiency, including building automation, EV charging scheduling, oil-and-gas methane flaring reduction, geothermal site discovery, and traffic-light optimization; key stats include data centres ≈1.5% of global electricity use (last year) and an IEA projection that that consumption could more than double by 2030. Names and concrete results cited: building automation can cut energy use 10–30%; Google’s Project Green Light can reduce stop‑and‑go traffic up to 30% and cut emissions ~10%; Geminus AI’s simulations run in seconds versus traditional ~36 hours; Zanskar purchased an underperforming geothermal plant in New Mexico last year and announced a second geothermal discovery in Nevada in September.
- Background and implementation details: The story cites experts and companies — Alexis Abramson (Columbia University Climate School), Bob French (75F), Zoltan Nagy (Eindhoven University of Technology), Greg Fallon (Geminus AI), Carl Hoiland and Joel Edwards (Zanskar), and Juliet Rothenberg (Google) — and describes a California pilot program that shifted EV charging to times with greater renewable supply and customer savings; IEA projections and UNEP findings on methane’s climate impact are used as factual context.
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Data centers revive polluting ‘peaker’ plants across U.S.
NRG Energy withdrew a planned retirement notice for the Fisk oil-fired peaker units as surging electricity demand from AI data centers in PJM territory made peaker plants economically viable.
- Main action: NRG Energy withdrew the retirement notice for Fisk’s eight oil-fired peaking units (December 2025) after AI data center demand drove prices in PJM higher; PJM said the market shows electricity demand outstripping supply and that existing generation is needed while new generation comes online. Key facts: Fisk = eight peaking units on former coal station site; EPA estimated sulfur dioxide 2 to 25 tons/year from the site; PJM prices to suppliers soared by more than 800% this summer.
- Background & other details: Reuters analysis found about 60% of oil, gas and coal plants slated for retirement in PJM postponed or cancelled retirements this year; 23 plants were scheduled to retire starting in 2025 in PJM territory, and since January 13 retirements were delayed or cancelled (of those, 11 were peakers). The U.S. Government Accountability Office notes peakers supply about 3% of the country’s power but have capacity to produce 19%, and federal actors (DOE/Administration) have signaled interest in tapping spare capacity.
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NTIA Recommends $6.5M in Tribal Broadband Awards
The National Telecommunications and Information Administration (NTIA) recommended nearly $6.5 million for nine Tribal broadband projects under the Tribal Broadband Connectivity Program (TBCP).
- Main announcement: NTIA recommended nearly $6.5 million in funding for nine Tribal broadband projects, including a $2.5 million award to Dena’ Nena’ Henash to complete four engineered, environmentally permitted, shovel-ready fiber-to-the-home network designs; awards also include $496,003 for a hybrid fiber/wireless network serving the Cheyenne and Arapaho Tribes and $500,000 to the Barona Group to expand low-cost internet access.
- Background and timeline: NTIA is overhauling the $3 billion TBCP, paused most previously recommended grants in November, will hold Tribal consultations on January 13 and January 20, 2026, and plans to issue new guidance for a funding round in spring 2026; roughly $980 million from the program’s second funding round remained undistributed as of November.
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Alphabet to Buy Data Center Partner Intersect for $4.75B
Alphabet has announced it will buy Intersect Power for $4.75 billion in cash plus existing debt.
Acquisition details:Alphabet will acquire Intersect’s power development platform and team, including existing in-development assets already contracted by Google; Intersect will retain its brand and continue to be led by CEO Sheldon Kimber. The purchase excludes grid assets and projects contracted to other customers in Texas and California (some operating, some in development); TPG Rise Climate will retain a stake in those excluded assets. Key project figures: 7.5 gigawatts (GW) of solar and storage in operation, 8 GW in development pipeline, and $15 billion of energy assets in operation or under construction in the US.
Context and rationale: The deal is intended to secure more electricity for Google’s data centers amid AI-driven demand and aging US grids; Alphabet says the move provides flexibility to build generation aligned with new data center load. Google reported its carbon emissions rose 48% over five years due to data center operations. Analysts (Ben Hertz-Shargel, Wood Mackenzie) note the acquisition reduces certain regulatory risk compared with a third-party powering Google sites.
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21 Investments, 100+ Hires, 53 Podcast Episodes: MCJ’s 2025 Impact
MCJ has recapped its 2025 impact, highlighting 21 climate-focused investments, over $15M deployed, 100+ hires across portfolio companies, and 53 episodes of its Inevitable climate and energy podcast.
- Impact and activities: MCJ made 21 investments (13 new portfolio companies) and deployed over $15M into companies in clean energy, abundance, infrastructure resilience, and new industrialism; it organized an “Energy + AI” event in Austin, TX, recorded a live Inevitable episode with Crusoe COO Cully Cavness, and its team members engaged in activities such as teaching impact investing at UCLA Anderson and touring leading cleantech companies in China.
- Media and content highlights: MCJ produced 53 podcast episodes including popular shows featuring Tom Steyer (Galvanize), Brandon Middaugh (Microsoft’s $1B Climate Innovation Fund), Hannan Happi (Exowatt) on thermal energy storage for AI data centers, Cully Cavness (Crusoe) on hyperscale AI data centers and the $500B Project Stargate, and Dr. Mark Jacobson (Stanford) on 100% renewables; the newsletter also promoted top 2025 climate articles on energy scarcity, Canada as a launchpad for U.S. climate and energy innovation, nature vs. climate framing, AI + quantum (AQ), and cold chain climate innovation, and invited readers to submit climate-related events/content to info@mcj.vc and content@mcj.vc or apply to join MCJ Collective.
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Google Parent $3.7 Trillion Alphabet with Minority Stake to Buyout United States $15 Billion Data Center Intersect at $4.75 Billion Valuation (Cash + Assume All Debt) Excluding Operating Assets in Texas and Operating & in-Development Assets in California (Supported by Existing Investors TPG Rise Climate, Climate Adaptive Infrastructure & Greenbelt Capital Partners), Intersect Founded in 2016 by Sheldon Kimber
Alphabet has announced a minority-stake buyout of U.S. data center owner Intersect.
- Main announcement:Alphabet (parent of Google) will acquire a minority stake in Intersect at a $4.75 billion valuation (Cash + assume all debt); the deal excludes Intersect’s operating assets in Texas and operating & in-development assets in California.
- Background and details:Intersect was founded in 2016 by Sheldon Kimber and states it has $15 billion of assets in operation or under construction across the U.S.; the transaction is supported by existing investors TPG Rise Climate, Climate Adaptive Infrastructure, and Greenbelt Capital Partners.
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Policy storms ahead, fire safety and data centres: Energy-Storage.news 2025 Guest Blog picks, Part 1
Energy-Storage.news is publishing a two-part retrospective of its 2025 Guest Blog contributions; this first part covers the first six months of 2025 and highlights a selected set of posts.
- Retrospective & scale: Energy-Storage.news reports 44 Guest Blog contributions in 2025 (more than double 2024 and 2023) and is running the retrospective in two parts, with this instalment covering Jan–Jun 2025. Featured posts include: “Global BESS deployments soared 53% in 2024” (Iola Hughes, Jan 2025) noting 205 GWh record deployments in 2024; “Meeting US power demands of the hyperscale data centre boom with energy storage” (William Derasmo, Feb 2025); and “India’s energy storage story” (Debmalya Sen, Jun 2025).
- Context & highlights: The roundup summarises guest entries from industry players and analysts — including Intertek CEA (monthly series on fire safety and market outlook), Envision Energy (LDES analysis, Mar 2025), and an insurance-focused piece on the Moss Landing January fire and its market effects (kWh Analytics, Renewable Guard, Brown & Brown, Jun 2025). Links to each full blog post are provided for direct reference.
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Google agrees to acquire infrastructure builder Intersect to accelerate capacity development
Alphabet announced it will acquire Intersect for $4.75 billion to accelerate data center and energy project capacity and development, with the deal expected to close in the first half of 2026.
- Deal and scope: Alphabet/Google to acquire Intersect for $4.75 billion, expected close H1 2026; Google will absorb Intersect’s team and “multiple gigawatts” of energy and data projects already in development (including a co-located data center and power site under construction in Texas), while some existing Intersect Texas assets and California projects will remain independent and are not included in the transaction. The companies will jointly continue work on the included projects and build out new ones.
- Background and related initiatives: Google is pursuing diverse energy pathways — 115MW of geothermal with NV Energy to Nevada’s grid, work with Energy Dome on CO2 battery long-duration storage, and support for carbon capture at Broadwing Energy (Broadwing to capture ~90% of its CO2 emissions and Google committed to buying most of that power). Analysts (Info-Tech Research Group, Greyhound Research) frame the move as a response to upstream constraints (interconnection queues, substation upgrades, permitting) and advise tying energy strategy to capacity planning and extending energy contracting timelines.
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Tesla’s Battery Tech Powers Renewable Energy and Grid Decarbonization
Tesla emphasizes expanded deployment of its battery systems (Powerwall for homes, Megapack for grid-scale) to stabilize electricity grids and advance decarbonization.
- Main announcement/action: Tesla positions its Powerwall and Megapack systems as operational solutions to integrate renewables and stabilize grids, citing deployments at Hornsdale Power Reserve and Moss Landing facility, reporting 1.6 terawatts from virtual power plants and 6.5 million outages served by Powerwall systems in 2025; the company targets net-zero operations by 2040.
- Background and details: The article references lifecycle and sustainability initiatives including closed-loop recycling (Nevada Gigafactory pilot, full-scale target by 2026), supplier audits and a move toward cobalt-free chemistries, policy drivers such as the U.S. Inflation Reduction Act, and mentions trends (cost declines, potential market growth) and applications including support for AI data centers.