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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

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Land, power, and interconnection moves across California — each traced to primary filings.

Top JUST IN — California

  • Sep 12, 2026 · interconnection filing

    CAISO schedules Large Loads Initiative stakeholder meeting and draft final proposal comment period

    Source: California ISO · Sep 10, 2026

    According 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.

  • Aug 24, 2026 · interconnection filing

    Large Loads Initiative: Additional discussion of operational and technical requirements, call on 8/24/26

    Source: California ISO · Aug 17, 2026

    California 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.

  • Aug 15, 2026 · interconnection filing

    Large Loads Initiative: Straw proposal posted, meeting on 8/19/26

    Source: California ISO · Aug 12, 2026

    California 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.

  • Aug 2, 2026 · interconnection filing

    Large Loads Considerations: Comment deadline on information session moved to 2/25/26

    Source: California ISO · Feb 12, 2026

    California 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.

  • Aug 2, 2026 · interconnection filing

    2025 Draft Participating Transmission Owner Per Unit Cost Guides Posted

    Source: California ISO · Apr 03, 2025

    CAISO 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

  • Roundup: Pennington / Judge blocks media merger / BlackRock backs data center

    BlackRock is seeking to sell more than $12 billion in bonds to finance Meta’s AI-focused data center campus in El Paso, Texas.

    • Debt financing: BlackRock plans to issue more than $12 billion in bonds through a holding company that owns 80% of the project, while Meta owns 20%.
    • The El Paso data center is expected to open in 2028; the article says Meta has used a similar financing model for its Hyperion data center project in Louisiana.

    The piece also reports that LSU’s Pennington Biomedical Research Center received a five-year grant renewal, and that a federal judge temporarily blocked Paramount’s proposed merger with Warner Bros. Discovery.

    • Grant renewal: LSU’s center received a five-year, $5.66 million renewal of its Nutrition Obesity Research Center grant from the NIH institute NIDDK, extending support through 2031.
    • Merger pause: A federal judge blocked Paramount’s proposed $81 billion merger with Warner Bros. Discovery for at least 14 days; a hearing on a preliminary injunction is scheduled for Aug. 3.
  • Arista Networks Introduces AI-Driven Zero Trust Branch

    Arista Networks has announced the launch of its new AI-driven Edge Threat Management (ETM) for VeloCloud SD-WAN, adding integrated zero trust security for enterprise branch offices.

    • ETM is positioned as an software upgrade option for VeloCloud SD-WAN, with features including advanced firewalling, threat prevention, zone-based segmentation, Geo-IP filtering, DNS filtering, and AI-powered policy insights.
    • The solution will be generally available in Q4 2026 and will work with all current VeloCloud hardware and virtual edge platforms; Arista says it leverages Arista AVA features such as Policy Explainer and Traffic Simulation.
    • The release includes customer commentary from T&A SYSTEME GmbH and MetTel, and presents ETM as part of Arista’s broader secure networking strategy from client to cloud.
  • At SIGGRAPH, NVIDIA Advances Graphics and Simulation With Agentic and Physical AI

    NVIDIA has announced a set of AI, graphics, simulation, and physical AI updates at SIGGRAPH, including new products and partner integrations across creative tools, media verification, edge AI, and local agent workflows.

    • NVIDIA announced the Synthetic Video Detector NVIDIA NIM microservice for editorial and media workflows, and said it analyzes video frame by frame to score whether content is synthetic.
    • NVIDIA also highlighted Cosmos 3 Edge, NVIDIA Agent Toolkit on DGX Station, and research papers on motion, scene capture, physics, and generative control; the post is a conference roundup and product showcase rather than a single standalone deal announcement.
  • Bristol Myers Squibb Building Life Science Industry’s Most Advanced AI Factory on NVIDIA Vera Rubin 

    Bristol Myers Squibb has announced it is deploying its second NVIDIA DGX SuperPOD, built on eight DGX Vera Rubin NVL72 systems, to expand AI-driven drug discovery across its global research organization.

    • The new system will be combined with BMS’s existing DGX SuperPOD into a unified environment with a single data plane accessible from every BMS site globally.
    • BMS says the new cluster delivers up to 10x performance per megawatt versus the infrastructure it replaces and will support predictions, model training, and agentic workflows across the drug discovery pipeline.
    • Researchers will use NVIDIA BioNeMo Agent Toolkit and NVIDIA Mission Control; the company says complex predictions will be initiated in plain English.
    • BMS says the earlier DGX SuperPOD has been in use for about three years and has already helped with target identification, CELMoD compound expansion, and lead optimization.
    • The article is a company/news-style feature describing a new deployment and related capabilities, not a financial disclosure or pricing announcement.
  • Right-Sizing Data Centers: How to Match Footprint to Real-World Demand

    The article explains a framework for right-sizing data centers and argues that bigger is not always better.

    • It compares the size spectrum from edge and micro data centers to hyperscale campuses, emphasizing that deployments should be sized around actual business needs.
    • It discusses factors for planning footprint, including IT load, server classes, rack density, cooling, materials, and phased expansion; examples cited include AWS’s 1,200-acre Project Rainer in New Carlisle, Indiana, and CoreSite’s LA1 in Los Angeles.
  • Cyclotron Road Welcomes 11 New Entrepreneurial Fellows

    The U.S. Department of Energy has announced the 2026 Cyclotron Road cohort at Lawrence Berkeley National Laboratory.

    • 11 fellows were selected, adding 9 companies to the program and bringing Cyclotron Road’s totals to 100 companies and 131 fellows.
    • Fellows receive two years of research funding, a living stipend, entrepreneurial training with Activate, and access to Berkeley Lab facilities; the announcement also cites alumnus Fervo Energy raising $1.89 billion and reaching an initial valuation above $10 billion.
  • Comparing Space-Driven Data Center Strategies: Modular Satellites vs. Integrated Rocket Nodes

    Data Center Frontier is commenting on two first-time regulatory filings for orbital AI data centers by Orbital Compute and Cowboy Space Corporation. Both proposals remain speculative and are described as ambitions rather than approved deployments.

    • Orbital Compute has filed plans for a 100,000-satellite constellation that could provide 10 gigawatts of AI computing capacity, starting with Pathfinder on a SpaceX Falcon 9 rideshare mission in 2027 and Orbital-1 in 2028.
    • Cowboy Space Corporation filed for Stampede, a 20,000-satellite system with megawatt-class nodes, targeting a first launch in 2028; the company also disclosed a $275 million Series B in May at a reported $2 billion valuation, while Orbital raised $5 million pre-seed in June.
  • How the Genesis Mission’s American Science Cloud Advances Innovation

    Lawrence Berkeley National Laboratory is highlighting its role in the American Science Cloud (AmSC) as part of the Genesis Mission.

    • Inder Monga, Director of the Scientific Networking Division at Berkeley Lab and Executive Director of ESnet, says AmSC is the foundational infrastructure layer for open science within the Genesis Mission and connects DOE labs, user facilities, commercial cloud services, and frontier AI models.
    • Berkeley Lab is contributing through project and product leadership, science use cases such as SYNAPS-I, and infrastructure integration with NERSC, ESnet, and the High Performance Data Facility; the piece also says AmSC was launched in October 2025.
  • Climate Change Solutions - July 14, 2026

    The Environmental and Energy Study Institute (EESI) has published a climate and energy newsletter highlighting recent articles, congressional actions, and upcoming briefings.

    • Main announcement/action: EESI promotes an online briefing with the Natural Resources Defense Council on Thursday, July 16 at noon about tracking and reducing nitrogen fertilizer use, associated emissions, and lowering costs for farmers.
    • Background and other details: The newsletter also references a House vote on the SECURE Grid Act (H.R. 7257), a future briefing on severe drought on July 24, and archived materials on extreme heat, grid resilience, and data centers.
    • The issue is presented as a newsletter / event roundup rather than a standalone policy announcement by a company, and it includes EESI contact information at the end.
  • Heat pump momentum grows on election-year energy affordability issue, coalition says

    The Building Decarbonization Coalition has released its Q2 momentum report and press release highlighting energy affordability, heat pumps, and building decarbonization policy.

    • The report says utility bills are increasingly part of campaign debates over cost of living, utility profits, rate cases, data centers, climate policy, and corporate accountability.
    • It cites 22 building decarbonization bills introduced in 12 state legislatures this year, with 10 passed into law, including California AB 2313, Virginia SB72, and Maryland’s Utility RELIEF Act.
    • BDC says residential energy bills have risen by a median of about 17% from 2019 to 2024 and argues that reducing spending on gas pipelines and other delivery infrastructure can lower bills; it also notes heat pump shipments have recently outpaced furnace sales in early 2026 data.

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