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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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Landing a data center is worth the environmental tradeoffs, Illinois towns say
The proposed data center by Equinix, Inc., will occupy 340 acres in Minooka, Illinois, requiring 3 million gallons of water daily and 700 megawatts of electricity. This demand constitutes a significant portion of Minooka’s drinkable water allocation. Mayor Ric Offerman stated that the project could generate substantial tax revenue and jobs for the village. However, concerns persist regarding the environmental impact and the state’s commitment to ending fossil fuel use by 2045. Equinix is negotiating to finalize its plans, aiming to begin construction by 2026 and complete the site by 2034.
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Secretary of State Peter Kyle speech to Nvidia GTC 2025
The UK government has announced plans to create AI Growth Zones to foster investment in compute infrastructure across the country. This initiative aims to transform underused land from the industrial age into sites for powerful data centres, with one site potentially hosting close to 2 GW of power. Local leaders have responded positively, providing over two hundred proposals to support this initiative. This move is driven by the recognition that energy availability is critical for the AI era, and aims to leverage the UK’s scientific capabilities to enhance economic growth.
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ADQ and Energy Capital Partners to launch US$25bn investment partnership in US to expand power generation for energy-intensive industries
ADQ, an Abu Dhabi-based investment and holding company, and Energy Capital Partners (ECP), the largest private owner of power generation and renewables in the United States, have entered into an agreement to establish a 50-50 partnership in new build power generation and energy infrastructure. They plan to invest more than US$25 billion across 25 GW worth of projects focused on meeting the growing power needs of data centres and other energy-intensive industries. The initial capital contribution from both partners is expected to be US$5 billion.
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DeepSeek AI will fuel more data center work
DeepSeek, a China-based company, has garnered attention for its low-cost AI model, suggesting data center power demand may not be as high as previously thought. However, industry experts like John Medina from Moody’s Ratings and Mitchell Osborne from Adolfson & Peterson Construction argue that advancements in AI will lead to increased energy usage as more companies emerge. The demand for power infrastructure is surging, with tech giants such as Amazon and Microsoft rapidly expanding their data center projects. A joint venture involving OpenAI, Softbank, and Oracle is set to invest up to $500 billion in AI infrastructure, further fueling the need for power construction. The U.S. power grid struggles to keep pace with this demand, as projections indicate data center energy use could reach nearly 580 terawatt-hours by 2028.
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Why Geothermal is the Hot Ticket to Low-Carbon Data Centers?
The article discusses the potential of geothermal energy for powering low-carbon data centers.
Tech giants like Amazon, Microsoft, and Meta are expanding quickly, and data centers’ electricity demand is projected to rise significantly, reaching between 325 and 580 TWh by 2028.
The U.S. Department of Energy revealed that geothermal energy could avoid up to 516 million metric tons of CO₂ equivalent emissions by 2050.
Innovations in Enhanced Geothermal Systems are making it feasible for data centers to generate clean and reliable power, potentially supplying up to 15% of power in key data center hubs.
Major investments are being made by companies, including a partnership between Alphabet and NV Energy to secure 115 MW of geothermal power. -
🌎 CERAWeek 2025: More power, more problems #237
CERAWeek 2025, dubbed the ‘Super Bowl of Energy’, took place in Houston and emphasized the pressing need for energy solutions amidst AI demands. Key discussions highlighted $40m in specialty chemicals funding, $28m in air carbon capture, and $28m in grid power storage. Secretary Chris Wright criticized previous green policies, pushing for gas, nuclear, and geothermal solutions instead. Industry leaders are advocating for an ‘all of the above’ approach to meet energy demands despite existing supply chain challenges and policy uncertainties.
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How utilities can accelerate microgrid deployment
The article discusses the expected surge in US electricity demand, which is forecasted to grow by an average of 3% per year over the next five years. Utilities are adopting a multifaceted approach to meet this demand, including the deployment of microgrids. Duke Energy has implemented a solar-powered microgrid in Hot Springs, NC, to enhance reliability in remote areas. Meanwhile, Xcel Energy plans to establish a network of solar-powered energy storage hubs to improve reliability and support clean energy development.
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LS Power Submits Proposal to Add New Generation Supply Across PJM
LS Power has submitted a proposal to construct approximately 700 MW of new generation capacity as part of PJM’s Reliability Resource Initiative (RRI). This initiative seeks to expedite the connection of shovel-ready, high-reliability projects to the grid due to increasing demand and forecasted load growth. LS Power plans to convert two facilities in Pennsylvania and Ohio to base-load combined cycle plants and has projected an investment value of more than $1 billion for these capacity additions.
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Long-Term Load Forecast Update | Data Centers Lead the Way
Enverus Intelligence Research (EIR) updated its long-term load forecast, now predicting a 30% increase in U.S. power demand by 2050. This is a revision from the previous estimate of 39%. The report highlights that the reshoring trend will contribute less than 3% to average load growth, while forecasts for data centers show an average load increase of 41 GW through 2035. Key regions identified for load growth are ERCOT Far West, PJM Dominion, with factors such as oil field electrification and the expansion of data centers driving demand.
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Could geothermal meet rising data center electricity demand?
The Rhodium Group, in a report released on March 11, 2025, explored the potential of geothermal energy to meet the rising electricity demand from data centers due to the expanding use of artificial intelligence (AI). The report suggests that enhanced geothermal systems (EGS) could supply up to 64% of projected data center demand growth by the early 2030s, and in optimal conditions, cover 100% of demand at lower costs than conventional electricity. If AI companies prioritize siting data centers near geothermal resources, geothermal energy could meet 100% of projected demand growth while cutting costs and emissions.