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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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Abe Salander: Real Estate and Commercial Strategies for Monetizing Dark Fiber
LOGIX Fiber Networks announced a major expansion in Texas targeting massive bandwidth demands from data centers under construction in South Dallas and Bastrop County.
Main announcement and market drivers: LOGIX Fiber Networks is expanding routes in South Dallas and Bastrop County, Texas to serve the AI-driven hyperscale data center boom, while the federal Broadband Equity, Access, and Deployment (BEAD) program is directing billions of dollars toward last-mile broadband buildout that is increasing demand for middle-mile fiber capacity. The article explains common monetization instruments — IRUs (typically 20–30 year terms) and dark fiber leases (typically 5–10 year terms) — and discusses pricing approaches such as per-strand, per-route, and capacity-based models.
Legal, operational, and regulatory context: Utilities must analyze underlying easement and fee title scope, sublicensing authority, and whether landowner consents or supplemental easements are required; coordinate access, maintenance, colocation, and relocation with electric operations; and complete a pre-transaction regulatory review (examples: CPUC approvals in California, FERC accounting/Section 203 review for FERC-jurisdictional assets). The piece is an expert opinion by Abe Salander (real estate counsel) exclusive to Broadband Breakfast.
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The POWER Interview: How the Oil and Gas Industry is Advancing Geothermal
XGS Energy has announced a 115-MW development deal with California Community Power and is developing a 150-MW, $1.2-billion partnership with Meta in New Mexico.
- Main announcement: XGS signed a 115 MW development agreement with California Community Power granting those members first rights to the electricity produced, and a 150-MW partnership with Meta described as a $1.2-billion capital project in New Mexico; the Meta project is two-phased and both phases are expected to be operational by 2030, and will supply Meta’s data center operations via the PNM utility grid.
- Background and validation: XGS completed a commercial demonstration of its water-independent closed-loop system at the Coso geothermal field running continuously for more than 3,000 hours using its Thermal Reach Enhancement (TRE) and oil-and-gas-derived drilling and casing technologies; the article also cites an IEA finding that geothermal financing reached nearly $2.2 billion last year (up from $22 million in 2018) and references federal incentives (clean energy tax credits retained in the 2025 U.S. budget and DOE’s Enhanced Geothermal Shot).
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‘Beneficiary Pays’ Model Gains Traction With Lawmakers
Rep. Julie Fedorchak said Congress could require companies driving demand for new transmission lines to pay for them.
- Main announcement: Rep. Julie Fedorchak (R-N.D.) proposed that companies driving demand for new transmission lines should pay for those lines, and Rep. Scott Peters (D-Calif.) backed cost allocation with a call for clear criteria for distributing costs.
- Details & context: Fedorchak outlined a three-step approach: stabilize the grid by slowing plant retirements, optimize existing transmission with higher-capacity lines, and enact permitting reform for long-term expansion; Peters supported improved transmission planning but opposed keeping expired plants online, urging private-sector replacement of retired generation. Congress is reported to be close to a deal and lawmakers warned the legislative window may be limited and will require bipartisan support.
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Data Center Industry Slammed Over Messaging
Rep. Jay Obernolte urged the data center industry to improve public communications to address growing political resistance over energy use, water consumption, and local impacts.
- Main announcement: At the Data Center World conference (reported April 23, 2026), Rep. Jay Obernolte called on the tech industry and data center operators to proactively communicate with communities—saying firms should tell residents “we’re not raising rates, we want to be good neighbors,” rely on trusted third parties for credibility, and ensure costs from new local generation don’t get passed on to ratepayers. He also recommended the federal government focus on streamlining permitting and transmission while leaving siting to local authorities.
- Background and details: Obernolte argued public concern (not facts) is driving congressional debate; stated large data center projects are typically backed by private investment and may include dedicated energy generation that can sell excess energy back to the grid (reducing rates). He noted a shift in cooling tech from evaporative cooling to recirculating systems and said future designs are expected to eliminate water use entirely. He expressed hesitation to override local siting decisions.
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California Agency Urged to Protect Public Health, Environment From Data Center Diesel Generators
Environmental justice and community groups filed a petition with the Bay Area Air Quality Management District seeking stronger protections and transparency for diesel backup generators operated by data centers across the Bay Area.
Main action: The petition requests the Bay Area Air Quality Management District to require additional reporting on diesel backup generator operations and emissions, close permitting loopholes, treat data centers as a single source of pollution rather than permitting each generator separately, and set a clean energy standard that would push replacement of diesel generators with clean, zero-emission technologies (e.g., battery storage). The petition was filed on April 22, 2026 by groups including the Center for Biological Diversity, with quotations from campaigners Meya Saenz Zagar, Masheika Allgood, Ellina Yin, and Danny Cendejas.
Background/details: The filing highlights concrete scale and public health concerns: some data center sites can have up to 50 generators, 73 data centers in nine square miles in one Santa Clara area, Bay Area baseline fine particle pollution at 140% of the level allowed by the EPA, and San Jose leveraging 2,000 megawatts of new transmission capacity. The Center for Biological Diversity is noted as a national nonprofit with more than 1.8 million members. The petition asks for specific reporting, permitting fixes, and a transition timeline toward battery storage and other zero-emission backup solutions.
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Meta Signs 1 GW Energy Storage Deal to Power Data Centers
Meta announced an agreement to reserve ultra-long-duration energy storage capacity from Noon Energy.
- Main announcement: Meta has reserved up to 100 GWh of energy storage capacity and will secure up to 1 GW of storage capacity under the agreement with Noon Energy, with an initial 25 MW project scheduled for completion by 2028; after that project is complete, Noon will begin delivering systems under the 1 GW supply agreement.
- Background and details: Noon Energy (founded 2018, California-based) develops 100+ hour ultra-long-duration storage using solid oxide fuel cell-based systems; Noon has raised more than $45 million in venture capital and government grants from investors including At One Ventures, Emerson Collective, Clean Energy Ventures, Aramco Ventures, Prime Impact Fund, Elemental Impact, Sabanci Climate Ventures, D3 Jubilee, and the California Energy Commission.
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Long Wait Times Push Data Centers Away From Renewables
Mike Sloan, CEO at Synergetic LLC, said at Data Center World that data center developers are often unable to rely solely on wind and solar due to long construction and interconnection timelines.
- Main point: Sloan highlighted increasing interconnection timelines across U.S. power markets (with California cited as approaching nine years), saying hyperscale operators prioritize speed to deployment and thus often favor natural gas because it can be deployed faster.
- Details/background: Sloan recommended developers ‘go to the source’ by siting projects in regions with abundant local energy resources (e.g., south-central United States, including parts of Texas); he described solutions like overbuilding wind and solar plus battery storage and hydrogen, and using geological features such as salt caverns for large-scale storage — but noted these hybrid models require significant planning and coordination.
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Almost 40% of data center projects will be late this year, 2027 looks no better
The Financial Times has published a study finding widespread delays across planned data center openings.
- Main finding: The FT analysis, using SynMax satellite imagery and permit data compiled by IIR Energy, found that almost half of data centers scheduled to open this year are likely to be at least three months late and more than 60% of projects scheduled for next year have yet to begin construction. The analysis cites project-level progress on land clearance and foundations and names major projects tied to Microsoft, Oracle and OpenAI.
- Background and causes: The report attributes delays to “chronic shortages of labor, power and equipment”, specialist trades shortages (electricians, pipe fitters), parts and component shortages (GPUs, memory, hard drives), permitting delays, and local/state pushback (for example Maine has paused large data center builds). OpenAI and Oracle issued statements saying their OpenAI-linked sites in Abilene, Shackelford County and Milam County, Texas are progressing on schedule, and OpenAI cited partnerships with Oracle and SB Energy for those projects.
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Data Center World 2026: Real Estate, On-site Power Speed AI Buildout
JT Steenkamp of Prologis Mobility outlined that distributed, on-site generation paired with large-scale real estate platforms is being adopted to close power capacity gaps for data centres.
- Main announcement/action:Prologis Mobility (JT Steenkamp) described that distributed, on-site generation and integrated microgrids — what Prologis terms “on-prem power” — are being deployed to bridge a roughly 300 GW US power gap (≈200 GW new AI-driven demand and ~104 GW retirements) expected by the end of the decade; these systems are complementary to the grid and intended as near-term capacity while utility interconnections catch up.
- Background and details: Interconnection queues have surged with low completion rates (Lawrence Berkeley National Laboratory referenced), and the market response includes natural gas projects, nuclear restarts, fuel cells, energy storage, and fast-deploying options such as reciprocating engines and linear generators; generation choices are being evaluated by dispatchability, fuel flexibility, scalability, and lifecycle cost.
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Patented: Verizon’s Signal Spoof Detection at Base Stations and More North Texas Inventive Activity
Dallas-Fort Worth reported 171 patents granted for the week of March 24 and Verizon was granted a patent for detecting GPS/satellite signal spoofing at cellular base stations.
- Main announcement: Dallas-Fort Worth-Arlington (19100) 171 patents granted for the week of March 24, ranked No. 8 out of 250 U.S. metros; notable individual patent: Verizon Patent and Licensing Inc. (U.S. Patent No. 12587857) for signal spoof detection at base stations using a comparison of a station’s known “true position” with a calculated “real time position” and generating an alert when the distance exceeds a threshold. Named inventors on the Verizon patent are Jerry Gamble, Jr. (Grapevine, TX) and Sumanth S. Mallya (Flower Mound, TX).
- Background/details: The article is a patent roundup (Dallas Invents) listing utility and design patents connected to North Texas; it enumerates classification counts (G: Physics 53; H: Electricity 49; DESIGN: 31, etc.), top assignees (e.g., Texas Instruments Inc. 17; Traxxas L.P. 17; Samsung 8; Verizon 6) and highlights many granted patents across domains (telecom, AI/ML, medical devices, robotics, energy, networking). For each patent the report includes patent number, inventor(s), assignee, application file/date, and abstract (no speculative outcomes).