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California Data Center Intel
Latest data center news, projects, power and policy across California — updated daily.
Recent California data center news
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AI Needs Power. Scaling It Without Raising Ratepayer Costs Requires a New Power Strategy.
Joel Yu (via LinkedIn) recommends that developers pair grid electricity with flexible onsite generation to accelerate AI data center deployment while protecting ratepayers.
- Main announcement/action: Joel Yu argues that pairing grid electricity with flexible onsite generation enables developers to energize AI data centers earlier (using onsite generation as prime power) while utilities complete interconnection upgrades, helping protect ratepayers; the article notes typical hyperscale data center loads of hundreds of megawatts and describes a phased transition to full grid service when available.
- Details & context: The piece cites ERock constructing a Northern California power system for a Microsoft facility that pairs grid supply with ultra-low-emission natural gas generation offset by renewable natural gas and CARB DG compliant, describes the role of such assets in CAISO resource adequacy, and references the White House Ratepayer Protection Pledge, federal regulators drafting new interconnection rules, and stretched interconnection timelines that are creating deployment bottlenecks.
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Pixxel Partners Sarvam To Launch Orbital Data Centre Satellite By Q4 2026
Pixxel has announced plans to build, launch and operate an orbital data-centre satellite named Pathfinder, in partnership with AI startup Sarvam, targeting a launch in Q4 2026.
- Main announcement:Pixxel will design, build, launch and operate a 200-kg satellite called Pathfinder with a targeted launch in Q4 2026; the satellite will host terrestrial data centre-class GPUs, run Sarvam’s full-stack language models and inference onboard, and be designed at Pixxel’s upcoming Gigapixxel manufacturing facility (capacity: 100 satellite units).
- Background and details: Partnership responsibilities are split—Pixxel handles satellite manufacturing, launch and operations while Sarvam handles AI training and inference directly in orbit; Pixxel is described as Google-backed and has reported total funding of ~$98M; the announcement references contemporaneous industry activity including an OptoSAR launch by GalaxEye and MoU between NeevCloud and Agnikul for LEO inference infrastructure.
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Energy group asks Congress to investigate potentially foreign-backed campaigns against AI data centers
Power the Future has asked Congress to open formal investigations into funding it alleges is incentivizing nonprofits and local groups to oppose data center and AI projects.
- Requested action: Power the Future sent a letter to Rep. James Comer (R-Ky.) and Sen. Rand Paul (R-Ky.) asking committees to open formal investigations into what it describes as a “coordinated, billionaire-funded, and potentially foreign-backed political campaign” to block construction of data center and AI infrastructure. The group reports 188 local opposition groups across 24 states and cites grant reporting that New Venture Fund, the Sierra Club Foundation and the Sixteen Thirty Fund collectively received over $13 million from pro-environmental donors.
- Background/details: The letter raises concerns that U.S. nonprofit donor disclosure laws can shield donors from public disclosure; it names environmental organizations (Sierra Club, Food and Water Watch, Earthjustice, Goods Jobs First, Piedmont Environmental Council, Southern Environmental Law Center, MediaJustice, Athena Coalition) as recipients of funding they say has been spent opposing data center expansions. Power the Future founder Daniel Turner acknowledges some legitimate local concerns but urges scrutiny of the scale and source of funding. The letter quotes Interior Secretary Doug Burgum calling opposition a “surrender” to China. No formal investigation timeline is provided in the article.
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Scenes from the great data center revolt
Andy Patrizio reports growing community and political pushback against multiple proposed data center projects across the United States.
- Widespread local opposition and legal/political actions: Multiple communities have moved from passive concern to active resistance, including a recall of four Festus, Missouri city council members after approval of a $6 billion, 360-acre data center proposal; a citizens’ lawsuit in Hermantown, Minnesota to block a $1.5 billion Google “Project Loon” site; and a coalition in Pennsylvania seeking a three-year moratorium plus legislation (HB 2150, HB 1834, HB 2151) requiring reporting on energy/water use, banning cost-shifting to residents, and a model zoning ordinance.
- Project specifics and mitigations for two large developments: In Box Elder County, Utah, a Kevin O’Leary–backed hyperscale campus on 40,000 acres plans an initial ~3 GW power need and up to 9 GW at full buildout with on-site power via the Ruby Pipeline (MIDA says “100% of the power will be generated off the Ruby Pipeline”); Wyoming’s Project Jade expanded from 1.8 GW to 2.7 GW (designer says theoretically up to 10 GW) and proposes closed-loop water cooling with initial fill equivalent to ~20 households and ongoing use equivalent to <3 households per year.
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No sign that AI is cooling leasing demand: JLL
JLL reported its Q1 earnings and said AI adoption and new data center wins are driving leasing and project management growth.
- Main announcement: JLL announced Q1 financial results showing growth in real estate management services and leasing, driven by workplace and project management strength and data center wins; specific performance cited includes 7% year-over-year office leasing volume growth in North America, 17% increase in North America industrial gross leasing revenue, and double-digit project management revenue growth in the U.S. The results and commentary were provided in the company’s Q1 earnings release and analyst call.
- Additional details & context: Management said 75% AI adoption across core enablement products, with 25,000 employees using enterprise AI applications daily and a 60% year-over-year increase in usage; workplace management growth was high-single-digit and project management growth was double-digit (U.S.). The company noted office vacancy at 16.8% globally and that its leasing pipeline is second-half weighted; management also stated there has been no material impact to date from the Middle East conflict but it is taking a conservative approach to leverage.
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Policy Problems Aside, Solar Continues to Shine
Nextpower has announced a multi-year steel-frame supply agreement with Jinko Solar (U.S.) Industries.
- This agreement is a multi-year steel-frame supply agreement in which Nextpower will supply more than 1 GW of steel frames, scalable to up to 3 GW over a three-year period, to support module manufacturing at Jinko Solar’s Jacksonville, Florida facility; the U.S. Department of the Treasury guidance notes U.S.-made steel frames can add 6% to a tracker project’s domestic content calculation.
- Context and other recent announcements: The article reports multiple recent deals and industry developments — US Modules opened a College Station facility with Production Line 1 (~400 MW annual capacity, scalable to ~1.4 GW); Swift Solar acquired Meyer Burger assets to accelerate GW-scale HJT/perovskite-silicon manufacturing in the U.S.; industry data cited includes the EIA forecast to 424 TWh by 2027, China’s ~1,300 GW capacity and >80% supply-chain share, and AI/hyperscalers signing >30 GW of solar PPAs since 2023. The piece is a reporting/analysis article by POWER (Darrell Proctor).
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FPH2 Expands Renewable Hydrogen Supply Partnerships in California
FPH2 has announced it is widening its renewable hydrogen supply network across California to serve public fleets, data centers, transit agencies, ports, and other stationary power users.
- Main announcement:First Public Hydrogen Authority (FPH2) announced expanded renewable hydrogen supply partnerships across California, aggregating demand from member cities (Lancaster, Industry, Montebello, Shafter, Fresno) and locking long-term offtake agreements with electrolytic and biogenic hydrogen producers; target production is roughly 20,000 tons of clean hydrogen by mid-2025.
- Background and implementation details: The initiative uses two primary pathways—solar-powered electrolytic hydrogen (onsite solar + electrolyzers) and biogenic hydrogen (gasification/reforming of woody debris and ag residues); Elemental Clean Fuels has acquired land in Los Angeles County to build a solar-powered hydrogen plant that will supply data centers, microgrids, transit buses, and light-duty trucks. FPH2 is also pursuing pilot projects, grant-writing, fueling station rollouts, technical studies, and training, with phased supply and delivery via the long-term offtake structure.
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Environmental protest on campus
The Associated Students at the University of California Riverside Office of External Affairs and the Green Campus Action Plan organized an environmental protest on April 21 to raise awareness of air pollution and climate justice issues in the Inland Empire.
- Event details: Protest held on April 21 in front of UCR’s bell tower; organized by Associated Students at the University of California Riverside Office of External Affairs and Green Campus Action Plan with participation from Center for Community Action and Environmental Justice (CCAEJ) to highlight concerns about data center and warehouse growth, UCR’s industrial boiler emissions, and local air quality.
- Background and policy focus: Organizers urged student engagement in local politics (including Riverside’s General Plan update and truck routing/warehouse development decisions), and noted ongoing collaboration with the South Coast Air Quality Management District on stricter regulations and transitions to zero-emission technologies (electric boilers, heat pumps). Locations mentioned include Moreno Valley and Bloomington in the Inland Empire.
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Experts Warn Lagging IT And Communications Technology Threatens U.S. Security
Lawmakers and industry experts warned Wednesday that the Department of Homeland Security must modernize its information technology and communications systems to address growing cyber and physical threats to critical infrastructure.
- Main announcement/action: At a House Committee on Homeland Security hearing on April 29, 2026, witnesses urged DHS to modernize IT and communications systems and to formally recognize data centers and communications networks as critical infrastructure requiring coordinated federal oversight. They called for strengthened supply chain security, expanded information sharing, and closer government-industry collaboration; witnesses highlighted workforce reductions (including significant cuts at CISA) as limiting federal response capacity.
- Background and details: The hearing cited the China-linked “Salt Typhoon” espionage campaign — said to have compromised telecommunications providers in more than 80 countries and collected more than 1 million American call records — as evidence of escalating threats. Key witnesses included Mark Montgomery (Foundation for Defense of Democracies), Robert Mayer (USTelecom), Scott Algeier (IT-ISAC), and Sam Visner (Space ISAC). Lawmakers also raised concerns about the continued sale of advanced semiconductor technology to China and the resulting supply chain exposure.
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Catalina Island Getting Closer to Fiber Internet Service
AVX Networks has advanced the Catalina Island high-speed internet project into its marine survey phase.
- AVX Networks has begun a marine survey for a 25-mile subsea fiber-optic cable between Huntington Beach (mainland) and Avalon (Catalina Island), with the project scheduled to finish in 2028; the survey will collect sonar imagery, magnetometer readings, and other data to enable buried cable routing that avoids shipwrecks and marine habitat.
- The project is funded by a $37.5 million grant from the California Public Utilities Commission and is expected to serve more than 1,185 currently unserved locations (excluding LEO services such as Starlink); DEC LLC (AVX Networks’ parent) views the project as a strategic proof point for its Ark Genesis infrastructure platform (per Submarine Telecoms Forum, February).