{"hero":{"code":"CA","dominant_iso":"CAISO","markets_tracked":15,"name":"California","operational_mw":3250.0,"pipeline_mw":826.0,"verdict":"CAUTION"},"is_pro":false,"iso_breakdown":[],"kpis":{"dominant_iso":{"all_isos":[{"iso":"CAISO","mw":511.0},{"iso":"WECC","mw":373.0}],"iso":"CAISO","mw_share":511.0},"markets_tracked":15,"median_lease_rate":null,"median_lease_rate_error":"UndefinedTable: relation \"powered_shell_pricing\" does not exist","total_facilities":373,"total_operational_mw":3250.0,"total_pipeline_mw":826.0},"live_as_of":{"age_hours":0.8,"iso":"2026-10-27T05:05:45.145325+00:00"},"ma":[],"ok":true,"operators":[],"outlook":{"generated_at":"2026-10-27T05:53:23.055537Z","narrative_md":"**Sacramento:** Sacramento's data center market remains fragmented across 62 tracked facilities totaling 391 MW, with NTT and Prime Data Centers each operating four sites, though no material M&A activity has registered recently. The market's operator base is distributed but concentrated\u2014five entities control roughly half the tracked footprint\u2014and civic engagement around future projects has intensified, as evidenced by Sacramento municipal leadership committing to transparency frameworks for incoming data center development. The region's power profile shows structural opportunity: an excess-power DCPI score of 71/100 signals meaningful spare grid capacity relative to demand, while a constraint score of 43/100 reflects moderate but surmountable infrastructure friction around transmission interconnection and permitting.\n\n**Irvine:** Irvine's data center market is consolidating around a small operator base with acute power constraints despite favorable development economics. Eight tracked facilities operate in the metro, with DataBank commanding 4 sites and two operators\u2014Centersquare and DataBank, Ltd.\u2014each holding 2. The market has recorded zero deal activity in the tracked period, suggesting limited M&A momentum despite broader California institutional interest in data center assets.\n\n**Tustin:** Tustin hosts three tracked facilities under limited operator coverage, with IC2NET as the sole identified major operator. The market exhibits a 65/100 excess-power score, indicating meaningful available grid capacity relative to regional demand, paired with a 49/100 constraint rating that reflects moderate operational limitations. The combination suggests real power availability exists, though infrastructure bottlenecks prevent full utilization of that capacity.","rationale":"Aggregated from per-market deep-dive narratives.","verdict":"CAUTION","word_count":232},"paywall":{"blurb":"ISO Breakdown, Transmission Build-Out, State Policy / Tax Incentives, Top Operators, and M&A activity are unlocked with the DC Hub plan with every tool, all states.","checkout_url":"/pricing?utm_source=state_brief","required_tier":"PRO"},"policy":null,"redirect_to":null,"requested":"california","state":"california","state_code":"CA","state_name":"California","tier":"FREE","top_markets":[{"brief_url":"/markets/sacramento/brief","computed_at":"2026-10-27T05:01:32.547599+00:00","constraint_score":43.9,"excess_power":71.1,"iso":"WECC","name":"Sacramento","slug":"sacramento","state":"CA","verdict":"BUILD"},{"brief_url":"/markets/irvine/brief","computed_at":"2026-10-27T05:03:12.219741+00:00","constraint_score":48.8,"excess_power":65.3,"iso":"CAISO","name":"Irvine","slug":"irvine","state":"CA","verdict":"BUILD"},{"brief_url":"/markets/tustin/brief","computed_at":"2026-10-27T05:03:15.823972+00:00","constraint_score":49.3,"excess_power":65.2,"iso":"CAISO","name":"Tustin","slug":"tustin","state":"CA","verdict":"BUILD"},{"brief_url":"/markets/milpitas/brief","computed_at":"2026-10-27T05:05:03.381156+00:00","constraint_score":51.8,"excess_power":65.4,"iso":"CAISO","name":"Milpitas","slug":"milpitas","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/emeryville/brief","computed_at":"2026-10-27T05:05:18.877898+00:00","constraint_score":50.9,"excess_power":65.3,"iso":"CAISO","name":"Emeryville","slug":"emeryville","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/fremont/brief","computed_at":"2026-10-27T05:03:09.444520+00:00","constraint_score":53.5,"excess_power":65.2,"iso":"CAISO","name":"Fremont","slug":"fremont","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/rancho-cordova/brief","computed_at":"2026-10-27T05:03:27.241829+00:00","constraint_score":50.5,"excess_power":65.2,"iso":"CAISO","name":"Rancho Cordova","slug":"rancho-cordova","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/san-diego/brief","computed_at":"2026-10-27T05:01:11.846246+00:00","constraint_score":51.0,"excess_power":64.9,"iso":"CAISO","name":"San Diego","slug":"san-diego","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/sunnyvale/brief","computed_at":"2026-10-27T05:01:53.963701+00:00","constraint_score":55.0,"excess_power":64.9,"iso":"CAISO","name":"Sunnyvale","slug":"sunnyvale","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/el-segundo/brief","computed_at":"2026-10-27T05:02:14.315076+00:00","constraint_score":55.0,"excess_power":64.8,"iso":"CAISO","name":"El Segundo","slug":"el-segundo","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/modesto/brief","computed_at":"2026-10-27T05:05:45.145325+00:00","constraint_score":47.5,"excess_power":64.6,"iso":"CAISO","name":"Modesto","slug":"modesto","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/san-francisco/brief","computed_at":"2026-10-27T05:01:08.915171+00:00","constraint_score":53.4,"excess_power":64.6,"iso":"CAISO","name":"San Francisco","slug":"san-francisco","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/san-jose/brief","computed_at":"2026-10-27T05:00:35.848479+00:00","constraint_score":56.5,"excess_power":64.3,"iso":"CAISO","name":"San Jose","slug":"san-jose","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/los-angeles/brief","computed_at":"2026-10-27T05:00:30.017501+00:00","constraint_score":56.8,"excess_power":64.2,"iso":"CAISO","name":"Los Angeles","slug":"los-angeles","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/santa-clara/brief","computed_at":"2026-10-27T05:00:19.146982+00:00","constraint_score":58.7,"excess_power":62.6,"iso":"CAISO","name":"Santa Clara","slug":"santa-clara","state":"CA","verdict":"CAUTION"}],"transmission":null}