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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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O desafio de operações verdadeiramente limpas
Many electricity buyers in the US have utilized Power Purchase Agreements (PPAs) for clean energy, fueling 42% of solar and wind capacity installed from 2014 to 2023. Companies like Google and Microsoft have committed to 24/7 carbon-free energy by 2030, pushing for technology that matches renewable supply with real-time demand. Despite challenges, solar remains the leading renewable energy contributor, with a record 39.6 GW added in 2024, raising total capacity to 220 GW. The energy storage capacity has doubled to nearly 29 GW in the past year, with a projected growth of 47% by 2025.
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All-of-the above approach necessary for reliable and resilient grid
The National Electrical Manufacturers Association (NEMA) published a report titled ‘A Reliable Grid for an Electric Future’, indicating that electricity demand in the U.S. is projected to rise significantly, driven by data centers and electric mobility. NEMA foresees a 300% rise in energy consumption from data centers and a staggering 9,000% increase for electric mobility by 2035. The report emphasizes the necessity for an all-of-the-above strategy for energy generation, integrating renewables, fossil fuels, and new technologies to manage the projected load growth effectively.
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The challenge of truly clean-powered operations
Many U.S. electricity buyers have utilized Power Purchase Agreements (PPAs) to obtain clean power, resulting in a significant installation of solar and wind capacity driven by corporate sustainability goals. Companies like Google and Microsoft aim to achieve round-the-clock carbon-free energy by 2030, emphasizing the need for innovative solutions such as hourly matching to address clean energy gaps. The U.S. battery energy storage capacity doubled last year, supporting the growing demand for renewable energy solutions. Increased interest in hybrid PPAs is anticipated, alongside the potential for granular certificates tracking carbon-free energy generation on an hourly basis.
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The challenge of truly clean-powered operations
Several major US companies, including Google and Microsoft, have committed to sourcing 24/7 carbon-free energy by 2030, pushing for a shift towards hourly matching of renewable energy with consumption. The increase in power demand, attributed to corporate sustainability goals and data center expansions, is forecasted to grow by 3% annually through 2030. As solar capacity in the US grows, companies are exploring hybrid PPAs and the development of energy storage systems to meet this demand, with 39.6 GW of new solar capacity added in 2024 alone.
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Request for Information on Artificial Intelligence Infrastructure on DOE Lands
The U.S. Department of Energy (DOE) issued a Request for Information (RFI) to explore opportunities for AI infrastructure development on its lands. This initiative is part of a broader effort to enhance AI capabilities in the U.S. and maintain leadership in the field. The RFI targets industry input on potential development approaches and operational models for AI data centers at select DOE sites, aiming for operational commencement by the end of 2027. Responses to this RFI are due by May 7, 2025.
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Addressing Data Center Growth Constraints Key to U.S. Innovation, Leadership in AI
The article discusses the growing demand for data centers driven by AI, highlighting that U.S. data centers will account for 6.6% of electricity consumption by 2028. Key limitations for growth include chip supply, tariffs, and electricity reliability. The U.S. CHIPS and Science Act aims to boost domestic semiconductor manufacturing which won’t operationalize until 2028-2029. Hyperscalers are exploring power models to manage the increasing energy needs, with a shift towards renewable sources for cooling and power supply.
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Nation’s Power Operators Warn Congress of a Coming Reliability Shortfall
Seven major U.S. grid operators have raised alarms about an impending capacity crunch due to rapidly increasing demand driven by data centers, manufacturing, and electrification. During a House Energy and Commerce Subcommittee hearing on March 25, 2025, top grid officials testified that without urgent reforms, the reliability of electric service could falter. They indicated an alarming discrepancy between rising demand and the rate at which electricity generation resources are being retired.
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Pennsylvania coal-plant to be turned into gas-powered data centre campus
The Homer City Generating Station, previously the largest coal-burning power plant in Pennsylvania, will be repurposed into a 4.5GW combined-cycle gas plant. Developed by Homer City Development (HCD) and constructed by Kiewit Power Constructors Co., the facility is expected to commence operation in 2027, utilizing seven GE Vernova 7HA.02 turbines. The plant will leverage existing transmission lines and natural gas from the Marcellus Shale Region to support hyperscale data centers, indicating a shift in infrastructure use from coal to natural gas for powering AI and cloud computing applications.
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Lumai Secures More Than $10M Investment to Slash AI Processing Costs, Boost Performance and Improve Data Center Sustainability
Lumai, an AI accelerator startup spun out of the University of Oxford, secured over $10 million in investment led by Constructor Capital and supported by existing investor IP Group and others. The funding will advance Lumai’s optical computing technology aimed at reducing AI inference costs, boosting performance, and improving sustainability in data centers. Its technology is designed to cut energy consumption to just 10% of current methods while delivering significantly higher computational performance. This investment comes at a critical time as data center power use in the U.S. is projected to triple by 2028, consuming up to 12% of the country’s power.
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🌎 CoreWeave IPO’s jolt to power demand #239
CoreWeave, a startup operating AI-tailored data centers, went public on March 29 with a valuation of $20bn after raising $1.5bn at $40/share. The IPO’s performance has raised concerns about the demand for AI infrastructure and its impact on energy needs, particularly as Microsoft reduces its data center investments. This decline in projected energy demand could affect future investments in clean power sources like nuclear and geothermal energy.