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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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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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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.
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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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PG&E Restricted Substations Clarifications
Source: CAISO · Nov 01, 2024CAISO’s notice on “PG&E Restricted Substations Clarifications” says PG&E will review interconnection requests during the “cluster application/resubmission window” to confirm the point of interconnection, and the California ISO will tell customers whether “The interconnection is acceptable” or “The interconnection is not acceptable” (CAISO, 2024-11-01). It also states that “Interconnections may not add new elements to the substations in Tables G2 and G2-A. Entry to the substations must be via existing facilities.”
Backed by 1 primary filing — sign in or book a call to see all sources.
Recent California data center news
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Winning construction sectors under Trump
US-based contractors are expected to see a surge in data center construction, with projections indicating a growth forecast of 10% to 20% annually over the next five years. The energy demand for these centers is anticipated to triple within three years, consuming 12% of the national energy usage. Contractors are optimistic about future energy projects due to the push for fossil fuels and nuclear energy.
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https://iea.blob.core.windows.net/assets/38a95939-ae3f-4e6b-8b33-f203cc18e02d/Electricity2025.pdf
The IEA’s Electricity 2025 report forecasts strong growth in global electricity demand, driven by industrial production, air conditioning, and electrification. Renewables are set to meet most of the demand growth, with significant contributions from solar and wind. The report highlights the need for system flexibility and the role of coal and gas in providing it.
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DeepSeek claims to have cured AI’s environmental headache. The Jevons paradox suggests it might make things worse
DeepSeek, a Chinese startup, claims to have developed an AI model that rivals US competitors in performance while significantly reducing costs and carbon footprint. The company states it spent just $6 million on hardware for its R1 model, compared to over $60 million for Meta’s Llama model, representing a substantial reduction in resource consumption. This innovation comes amid concerns about the AI industry’s massive energy consumption, with predictions that AI could account for over 20% of US electricity by 2030. Tech giants like Microsoft and Google are currently investing heavily in renewable energy sources to meet their energy demands, yet Google’s emissions have surged by 48% despite its aim to become carbon neutral by 2030.
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MIFTI Patented Staged Z-Pinch Fusion Technology Launches Early Adopter Program for Groundbreaking Electric Energy and Radioisotope Production
US-based Magneto Inertial Fusion Technologies, Inc. (MIFTI) has announced the launch of its Early Adopter Program, which offers pre-orders for its Staged Z-Pinch Fusion Reactors. This program allows organizations to purchase the first access to energy and radioisotopes produced by MIFTI’s technology. MIFTI’s innovation aims to address energy needs and shortages in medical isotope production.
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DeepSeek Sparks Demand Debate, While Chevron Plans Gas-Fired Plants for Data Centers
US-based DeepSeek reported that its AI model DeepSeek-V3 could reduce computing power requirements to under $6 million, stirring debates on projected electricity demand from AI. Chevron and Engine No. 1 announced a joint project to build natural gas-fired power plants to supply data centers, capable of generating 4 GW of electricity. Exxon Mobil also plans a 1.5-GW gas-fired plant for data centers. The massive shift towards AI capabilities raises concerns and opportunities for energy demand forecasts and infrastructure development.
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Battery developer Elevate announces Joshua Rogol as CEO
US-based ArcLight Capital Partners and its portfolio company Elevate Renewables announced the appointment of Joshua Rogol as Elevate’s CEO. Rogol previously held a key role at Strata Clean Energy, a major battery developer. Elevate, with a 4GW development pipeline, focuses on utility-scale battery storage infrastructure across major US power markets. ArcLight highlights significant investment opportunities in AI and data center-related power infrastructure.
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Stargate Project Launches a New Age of AI Development
US-based OpenAI, in partnership with Oracle, Softbank, and others, launched the Stargate Project, a $500 billion AI initiative to develop artificial general intelligence (AGI). The project will focus on building AI infrastructure, creating 100,000 jobs, and potentially accelerating the development of modular nuclear power and liquid cooling technologies for data centers. Initial funding of $100 billion includes contributions from OpenAI ($19 billion), Softbank ($19 billion), Oracle ($7 billion), and MGX ($7 billion).
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India Energy Group Plans ‘World’s Largest’ Data Center
India’s government recently pledged nearly $1.2 billion to finance AI projects and companies in the sector. Additionally, multiple large data center projects are underway, including collaborations with companies like CtrlS, Ursa Clusters, and Blackstone. These initiatives aim to meet the growing energy demands of the AI industry, leveraging various energy sources, including nuclear power from companies like TerraPower.
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The Death of Hard Drives at Data Centres
India’s data center industry is rapidly expanding, with companies like AWS investing $12.7 billion. Pure Storage predicts hard drives will be phased out in 3-5 years due to the rise of flash storage, which offers efficiency, speed, and sustainability advantages. Flash storage uses one-tenth the power of hard drives and is reaching price parity, driving a market shift. Pure Storage’s Bengaluru hub plays a key role in developing flash storage technologies like DirectFlash and Fusion.
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New Clayco CEO expects data center boom to thrive
US-based Clayco launched Clayco Compute, a business unit focused on high-tech construction projects, including data centers and quantum computing facilities. The company anticipates over $4.6 billion in revenue from data center construction by 2026. A joint venture among OpenAI, Softbank, and Oracle announced a $500 billion initiative to accelerate AI infrastructure development, including up to 20 data centers by 2028. Clayco addresses energy challenges in these projects through renewables and microgrid solutions.