{"hero":{"code":"CA","dominant_iso":"CAISO","markets_tracked":16,"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":2345.0},{"iso":"WECC","mw":373.0}],"iso":"CAISO","mw_share":2345.0},"markets_tracked":16,"median_lease_rate":null,"median_lease_rate_error":"UndefinedTable: relation \"powered_shell_pricing\" does not exist","total_facilities":372,"total_operational_mw":3250.0,"total_pipeline_mw":826.0},"live_as_of":{"age_hours":3.2,"iso":"2026-09-11T18:28:13.235941+00:00"},"ma":[],"ok":true,"operators":[],"outlook":{"generated_at":"2026-09-11T21:38:09.781867Z","narrative_md":"**Sacramento:** Sacramento's data center market remains undersized relative to major West Coast hubs, with 57 tracked facilities totaling 391 MW\u2014modest capacity concentrated among five operators. NTT and Prime each operate four facilities, while RagingWire Data Centers and Frontier Sacramento operate three apiece, with RagingWire also maintaining a three-facility joint venture with NTT. The market has attracted no tracked M&A activity in the recent period, suggesting limited strategic consolidation momentum.\n\n**Milpitas:** # Milpitas Data Center Market Analysis\n\n**Irvine:** Irvine's data center market remains undersupplied and fragmented, with only 8 tracked facilities totaling 0 MW across a region that serves as a critical logistics and tech hub in Orange County. DataBank operates the largest footprint with 4 facilities, while Centersquare and DataBank, Ltd. each control 2 sites, leaving the market without a dominant player. The absence of any tracked M&A activity underscores how nascent consolidation efforts remain in this submarket.","rationale":"Aggregated from per-market deep-dive narratives.","verdict":"CAUTION","word_count":148},"paywall":{"blurb":"ISO Breakdown, Transmission Build-Out, State Policy / Tax Incentives, Top Operators, and M&A activity are unlocked for PRO subscribers \u2014 $499/mo, 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":"2026-09-11T18:27:19.453042+00:00","constraint_score":54.7,"excess_power":71.1,"iso":"WECC","name":"Sacramento","slug":"sacramento","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/milpitas/brief","computed_at":"2026-09-11T18:27:51.925226+00:00","constraint_score":57.9,"excess_power":67.9,"iso":"CAISO","name":"Milpitas","slug":"milpitas","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/irvine/brief","computed_at":"2026-09-11T18:26:22.471848+00:00","constraint_score":54.1,"excess_power":67.8,"iso":"CAISO","name":"Irvine","slug":"irvine","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/fremont/brief","computed_at":"2026-09-11T18:26:12.120045+00:00","constraint_score":58.4,"excess_power":67.7,"iso":"CAISO","name":"Fremont","slug":"fremont","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/rancho-cordova/brief","computed_at":"2026-09-11T18:26:40.514026+00:00","constraint_score":55.1,"excess_power":67.7,"iso":"CAISO","name":"Rancho Cordova","slug":"rancho-cordova","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/tustin/brief","computed_at":"2026-09-11T18:26:15.342477+00:00","constraint_score":54.2,"excess_power":67.7,"iso":"CAISO","name":"Tustin","slug":"tustin","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/el-segundo/brief","computed_at":"2026-09-11T18:27:41.651154+00:00","constraint_score":59.1,"excess_power":67.3,"iso":"CAISO","name":"El Segundo","slug":"el-segundo","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/san-diego/brief","computed_at":"2026-09-11T18:27:11.116351+00:00","constraint_score":55.2,"excess_power":67.3,"iso":"CAISO","name":"San Diego","slug":"san-diego","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/sunnyvale/brief","computed_at":"2026-09-11T18:27:33.385643+00:00","constraint_score":59.1,"excess_power":67.3,"iso":"CAISO","name":"Sunnyvale","slug":"sunnyvale","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/modesto/brief","computed_at":"2026-09-11T18:28:13.235941+00:00","constraint_score":52.7,"excess_power":67.1,"iso":"CAISO","name":"Modesto","slug":"modesto","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/san-francisco/brief","computed_at":"2026-09-11T18:27:10.218276+00:00","constraint_score":57.4,"excess_power":67.1,"iso":"CAISO","name":"San Francisco","slug":"san-francisco","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/los-angeles/brief","computed_at":"2026-09-11T18:26:52.434097+00:00","constraint_score":60.5,"excess_power":66.7,"iso":"CAISO","name":"Los Angeles","slug":"los-angeles","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/san-jose/brief","computed_at":"2026-09-11T18:26:55.810063+00:00","constraint_score":60.3,"excess_power":66.7,"iso":"CAISO","name":"San Jose","slug":"san-jose","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/emeryville/brief","computed_at":"2026-09-11T13:37:00.826473+00:00","constraint_score":57.4,"excess_power":65.9,"iso":"CAISO","name":"Emeryville","slug":"emeryville","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/santa-clara/brief","computed_at":"2026-09-11T18:26:48.299464+00:00","constraint_score":61.9,"excess_power":65.1,"iso":"CAISO","name":"Santa Clara","slug":"santa-clara","state":"CA","verdict":"CAUTION"},{"brief_url":"/markets/silicon-valley/brief","computed_at":"2026-07-19T21:50:53.101201+00:00","constraint_score":56.8,"excess_power":33.7,"iso":"CAISO","name":"Silicon Valley","slug":"silicon-valley","state":"CA","verdict":"CAUTION"}],"transmission":null}