California data center market brief

Live · updated just now State Data Center Market · CAUTION ·

State KPIs

Markets Tracked15
Total Facilities373
Operational3,250 MW
Pipeline826 MW
Dominant ISOCAISO

Top Markets in California

MarketVerdictISOExcess PowerConstraint
El SegundoCAUTIONCAISO——
EmeryvilleCAUTIONCAISO——
FremontCAUTIONCAISO——
IrvineBUILDCAISO——
Los AngelesCAUTIONCAISO——
MilpitasCAUTIONCAISO——
ModestoCAUTIONCAISO——
Rancho CordovaCAUTIONCAISO——
SacramentoBUILDWECC——
San DiegoCAUTIONCAISO——
San FranciscoCAUTIONCAISO——
San JoseCAUTIONCAISO——
Santa ClaraCAUTIONCAISO——
SunnyvaleCAUTIONCAISO——
TustinBUILDCAISO——

ISO Breakdown

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Transmission Build-Out

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State Policy & Incentives

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Top Operators in California

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Recent M&A (24mo)

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12-Month Outlook

El Segundo: El Segundo's data center footprint spans 42 MW across 8 tracked facilities, concentrated among three operators: Digital Realty operates 3 sites, Equinix operates 2, and ServerFarm variants operate 3 combined. The market has not recorded recent deal activity in the tracked dataset. The operator roster shows fragmentation typical of secondary West Coast markets, with no single player commanding majority capacity. Emeryville: Emeryville's tracked data center footprint comprises five facilities distributed across four operators, with Lumen Technologies holding two… (continued on a paid DC Hub plan)

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