Overview
- Digital Realty’s SJC37 and Stack Infrastructure’s SVY02A, each built for 48 megawatts of critical IT load, are complete but largely unenergized.
- Silicon Valley Power says its system upgrade remains on schedule for 2028 and that it is allocating power in phases across customers.
- Digital Realty says it is collaborating with SVP to obtain remaining capacity to reach the site’s full 48‑megawatt load by the end of this year.
- Stack reports 12 megawatts available immediately via its on‑site substation, with additional power anticipated under its agreement with SVP through 2027.
- The local crunch reflects broader grid strain as AI electricity demand grows, with 57 data centers in Santa Clara and some U.S. connections now taking up to seven years.