Projects 7 Δ +1 Pipeline 3.6 GW Investment $32.6B Signals +400 this week
Thursday, September 24, 2026
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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

2026-07-05, PG&E large load inquiry, signal

2026-05-15, CAISO cluster study initiated, signal

2026-04-01, First signal detected, initialSignal

Infrastructure Requirements

  • substations
  • 230kV transmission
  • battery storage
  • on-site generation

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Commercial Opportunities

  • battery storage systems
  • substation equipment
  • backup generation

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Known Partners

P PG&E (probable)
C City of San Jose

Source Evidence

Location

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