{"generated_at": "2026-11-07T09:25:39.516304+00:00", "key_stats": {"computed": "2026-11-07T08:48:47.440963+00:00", "constraint": null, "dcpi_score": 47.7, "excess": null, "facility_count": 63, "mw_reporting_count": 12, "name": "San Jose", "recent_deals": [], "slug": "san-jose", "state": "CA", "top_operators": [{"count": 8, "name": "Equinix"}, {"count": 4, "name": "CoreSite"}, {"count": 3, "name": "Unknown"}, {"count": 3, "name": "Stack"}, {"count": 2, "name": "Oracle"}], "total_mw": 549.0, "verdict": "CAUTION"}, "model": "claude-haiku-4-5", "name": "San Jose", "narrative_md": "San Jose's tracked data center portfolio spans 549 MW across 63 facilities, with Equinix commanding the largest footprint at eight sites followed by CoreSite with four and Stack with three. The market is consolidated relative to adjacent regions: the top three operators control 15 of 63 tracked facilities, suggesting established players maintain significant control over supply. No recent deal activity is tracked in the San Jose market.\n\nThe combination means new power can reach San Jose, but not without navigation of supply-side obstacles.\n\nRecent deal flow has stalled entirely. No M&A, expansion announcements, or capacity additions are tracked for San Jose in the current observation window. By contrast, the broader Bay Area ecosystem has seen significant acquisition activity at other operators\u2014particularly in Aligned Data Centers, which closed multiple transactions\u2014but none of those moves are recorded as San Jose\u2013based. Equinix's established presence (eight facilities) and CoreSite's portfolio (four sites) continue to define operator structure, while newer entrants like Stack (three sites) and Oracle (two sites) occupy secondary positions. The absence of deal flow does not characterize operator appetite or market viability; it reflects the current state of announced transactions in this geography.\n\nThe San Jose market will face pressure to clarify power pathways if new capacity requests materialize at materially larger scale than current tracked facilities.", "slug": "san-jose", "word_count": 296, "_gated": true, "_locked_fields": ["constraint", "constraint_score", "excess", "excess_power_score", "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."}