Is California enough to drag the rest of the country with them, though?

Texas, technically, generates more TWh than California. I think a data center boom followed by a bust would help a lot more than what California can do. Unlike in cars, CAs market size or regulations can’t help/hinder other fuel sources as much.

https://en.wikipedia.org/wiki/List_of_U.S._states_by_renewab...

Grid-connected PV in Texas has grown between 33% and over 100% every year since 2008, which outpaces the growth of solar in the US in the same timeframe.

California's percentage of solar generation as a share of the entire solar generation in the USA has shrunk every year since 2016.

It's not been accurate to say that California is dragging the rest of the country with them for a long time when it comes to energy generation.

It doesn't need to. The reality is companies are going to go for whatever the cheapest cost for electricity is, and solar w/ batteries has taken that lead. Capitalism happens to align with a renewable energy green transition, regardless of whatever the US political engine wants. At the end of the day most companies are going to choose profit over political ideology.