Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements


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Voltus will tap into Sunrun’s storage-plus-solar systems to deliver immediate Bring Your Own Capacity™ megawatts to AI hyperscalers, strengthening grid reliability while creating economic benefits for customers across the PJM and MISO regions

SAN FRANCISCO — Sunrun (Nasdaq: RUN), America’s largest provider of residential battery storage, solar, and home-to-grid power plants, today announced an agreement with Voltus, a leading distributed energy resource platform, to support Voltus’s Bring Your Own Capacity™ programs for AI hyperscalers. Under the agreement, Sunrun will provide energy capacity from a portion of its thousands of residential storage-plus-solar systems in PJM and MISO grid regions, helping deliver reliable, flexible power to support growing electricity demand.

Last year, Voltus announced its Bring Your Own Capacity (BYOC) program, a first-of-its-kind solution that enables large loads like hyperscalers to bring firm, flexible capacity to the table to facilitate data center interconnection and support the grid. As part of that program, Voltus will orchestrate flexible distributed resources — such as batteries and smart thermostats — to reduce energy demand when the grid needs it. And, homes and businesses get paid for participating. This enables new capacity for the system, channels investment into local communities, and strengthens the grids that serve data centers coming online.

“Meeting growing energy demand requires us to maximize every single electron available across the country,” said Sunrun CEO Mary Powell. “In collaboration with Voltus, we are providing critical capacity from home batteries supported by funding from hyperscalers. This is just the beginning of what distributed energy assets can achieve.”

“BYOC is about turning distributed resources into capacity the grid can count on, and maximizing value for the end user,” said Dana Guernsey, CEO of Voltus. “This partnership brings together Sunrun’s residential scale with Voltus’s market-integrated flexibility platform so distributed capacity can support reliability, affordability, and growth as electricity demand increases.”

The Sunrun-Voltus collaboration builds on the recent and separate initiative by Sunrun, Renew Home and Tesla focused on unlocking more than 16.8 gigawatts of flexible capacity from home batteries, solar, smart thermostats, and EVs. Together, these efforts are unlocking existing distributed energy resources to help meet growing demand from data centers and utilities quickly, affordably, and reliably.


About Sunrun

Sunrun Inc. (Nasdaq: RUN) is America’s largest provider of home battery storage, solar, and home-to-grid power plants. As the pioneer of home energy systems offered through a no-upfront-cost subscription model, Sunrun empowers customers nationwide with greater energy control, security, and independence. Sunrun supports the grid by providing on-demand dispatchable power that helps prevent blackouts and lowers energy costs. Learn more at www.sunrun.com.

About Voltus

Voltus is the leading DER technology platform and virtual power plant operator connecting distributed energy resources to electricity markets, delivering less expensive, more reliable, and more sustainable electricity. Voltus’s commercial and industrial customers and DER partners generate cash by allowing Voltus to maximize the value of their flexible load, distributed generation, energy storage, energy efficiency, and electric vehicle resources in these markets. To learn more, visit www.voltus.co.


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