{"comps": {"land": [], "powered_shell": []}, "hero": {"composite_score": null, "computed_at": "2026-11-12T08:45:10.484845+00:00", "constraint_score": null, "excess_power": null, "iso": "CAISO", "lat": 37.38, "lng": -121.96, "name": "Santa Clara", "queue_wait_months": null, "slug": "santa-clara", "state": "CA", "time_to_power_mo": null, "time_to_power_months": null, "verdict": "CAUTION"}, "is_pro": true, "kpis": {"facility_count": 100, "headline_basis": "every facility listing DC Hub tracks in this market (operational, under construction, planned and announced; verified and unverified listings included), deduplicated by name + operator across the facilities and discovered_facilities tables. MW is summed over the listings that report capacity (mw_reporting_count of facility_count), so read it as a floor.", "lease_rate": null, "mw_reporting_count": 28, "operational_mw": 1207.0, "pipeline_mw": 550.0, "queue_months": null, "top_operator": {"facility_count": 22, "name": "Digital Realty"}, "total_mw": 806.0, "unverified_included": true, "vacancy_pct": null}, "live_as_of": {"age_hours": 0.3, "iso": "2026-11-12T08:45:10.484845+00:00"}, "ma": [], "ok": true, "open_access": "Open to every caller: this is one of the 20 largest US data-center markets by tracked capacity, and its full market briefing (grid, risk, time to power, scores) is free.", "operators": [{"facility_count": 22, "operator": "Digital Realty", "ranked_by": "facility_count", "total_mw": 126.0}, {"facility_count": 11, "operator": "CoreSite", "ranked_by": "facility_count", "total_mw": 150.0}, {"facility_count": 6, "operator": "Equinix", "ranked_by": "facility_count", "total_mw": 54.0}, {"facility_count": 5, "operator": "Vantage Data Centers", "ranked_by": "facility_count", "total_mw": 106.0}, {"facility_count": 4, "operator": "Vantage", "ranked_by": "facility_count", "total_mw": 132.0}], "outlook": {"generated_at": "2026-11-10T05:26:57.385984+00:00", "narrative_md": "# Santa Clara Data Center Market Brief\n\nSanta Clara's data center footprint spans 100 tracked facilities totaling 806 MW across all development stages, with Digital Realty operating the largest portfolio at 22 sites, followed by CoreSite with 11 and Equinix with 6. The market remains highly consolidated among regional and national operators, with Vantage Data Centers rounding out the top four at 5 facilities. No recent deals have been tracked in this market segment, leaving the competitive landscape stable but static.\n\nThis combination means new power reaching facilities in Santa Clara faces real bottlenecks\u2014likely in transmission interconnection, grid routing, or local distribution infrastructure\u2014even where generation exists. Operators should expect permitting and interconnection timelines to remain extended and plan for power procurement strategies that account for non-trivial delivery delays.\n\nThe absence of recent deal activity contrasts with broader venture and institutional momentum in data center infrastructure nationally. This gap does not reflect demand weakness; rather, it reflects the market's incumbent structure. Digital Realty, CoreSite, and Equinix already command dense site portfolios and long-standing grid relationships, creating high barriers to new entrants and reducing transactional flux. Operator positioning remains defensive, with focus on managing existing capacity rather than aggressive expansion or consolidation plays.", "rationale": null, "verdict": "CAUTION", "word_count": 280}, "pipeline": [{"eta": null, "facility": "Google Westinghouse Nuclear DC Program", "operator": "Google", "power_mw": 500.0, "status": "Planned"}, {"eta": null, "facility": "STACK Santa Clara", "operator": "STACK Infrastructure", "power_mw": 50.0, "status": "Under Construction"}, {"eta": null, "facility": "Arcadian Infracom San Jose PoP", "operator": "Arcadian Infracom", "power_mw": null, "status": "Under Construction"}, {"eta": null, "facility": "Novva San Francisco (400 Paul Ave)", "operator": "Novva Data Centers", "power_mw": null, "status": "Planned"}], "power_grid": {"gen_additions_mw": 7828.5, "interconnection_pending_mw": 164842.32, "iso": "CAISO", "iso_queue": {"as_of": "2026-07-16", "as_of_basis": "source_file_date", "basis_note": "Active only, Net MW to grid (Public Queue Report) + Cluster 15 and Cluster 16 requests (NET MW at POI); co-located hybrid projects counted once; excludes Completed (built) and Withdrawn. Since 2026-10-20 this total includes Clusters 15 and 16, which the Public Queue Report alone did not list (that is why it rose from ~74 GW)", "iso": "CAISO", "queue_kind": "generation_queue", "queued_generation_gw": 164.8, "source_files": [{"file_date": "2026-11-11T09:02:58+00:00", "gw": 73.75, "rows": 260, "url": "https://www.caiso.com/documents/publicqueuereport.xlsx"}, {"file_date": "2026-07-16T21:57:50+00:00", "gw": 28.45, "rows": 86, "url": "https://www.caiso.com/documents/cluster-15-interconnection-requests.xlsx"}, {"file_date": "2026-10-16T18:10:38+00:00", "gw": 62.65, "rows": 226, "url": "https://www.caiso.com/documents/cluster-16-queue-report.xlsx"}], "source_name": "CAISO queue reports: Public Queue Report (ACTIVE, Net MWs to Grid) + Cluster 15 + Cluster 16 (NET MW POI)", "source_url": "https://www.caiso.com/generation-transmission/generation/generator-interconnection"}, "queue_capacity_mw": 131442.6, "queue_wait_months": null, "reserve_margin_pct": null, "time_to_power_as_of": "2026-11-12T08:45:10.484845+00:00", "time_to_power_basis": "DCPI modelled months to energize a new large load in this market (method: https://dchub.cloud/dcpi/methodology); a model estimate, not a utility date", "time_to_power_months": null}, "redirect_to": null, "requested": "santa-clara", "risk": {"drought_months_d2_plus": null, "errors": {"drought_months_d2_plus": "no_drought_source_ingested"}, "water_band": 4, "water_band_label": "High", "water_category": "mean of 213 Aqueduct 4.0 baseline-annual basins (arid counted as", "water_stress": 63.6, "wildfire_seismic_note": "WUI wildfire exposure + Pacific seismic zones; check CalOES + USGS hazard layers before final site selection."}, "slug": "santa-clara", "tier": "FREE", "_gated": true, "_locked_fields": ["constraint_score", "excess_power", "excess_power_score", "reserve_margin_pct", "time_to_power_mo", "time_to_power_months", "top_opportunities_json", "top_risks_json"], "_upgrade_cta": "BUILD/CAUTION/AVOID verdicts, the composite score and the market list are free. The DCPI sub-scores (excess-power, grid-constraint, time-to-power) and risk/opportunity detail unlock with the DC Hub plan with every tool: https://dchub.cloud/pricing."}