DataCenter
Speculative
Silicon Valley HPC Site
CA, USA
A speculative 250 MW HPC/AI compute site in Silicon Valley, facing significant power availability challenges in PG&E territory.
Signal Score
50
/100
250 MW
Estimated Capacity
$2.0B
Estimated Investment
35%
Confidence
Evidence Sources
Overview
Timeline
Jul 5, 2026
PG&E large load inquiry
May 15, 2026
CAISO cluster study initiated
Apr 1, 2026
First signal detected