Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements

by | Aug 18, 2026 | Energy

Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements

Sunrun, America’s largest residential battery storage and solar provider, entered into an agreement with Voltus, a distributed energy resource platform, to contribute energy capacity toward Voltus’s Bring Your Own Capacity program serving artificial intelligence hyperscalers. The collaboration will leverage thousands of Sunrun’s residential storage-plus-solar systems operating in the PJM and MISO grid regions to deliver flexible power capacity.

Voltus’s Bring Your Own Capacity program, announced the prior year, represents an innovative approach enabling large electricity consumers such as hyperscalers to provide firm, flexible capacity that facilitates data center connections while bolstering grid reliability. Through Voltus’s platform, distributed resources including batteries and smart thermostats will be orchestrated to reduce demand during periods when grid support is needed. Residential and commercial participants receive compensation for their participation in the program.

Sunrun CEO Mary Powell emphasized the strategic value of maximizing available energy resources nationwide, noting that home batteries funded by hyperscaler investments provide critical capacity. Voltus CEO Dana Guernsey highlighted how the partnership combines Sunrun’s scale in residential distributed energy with Voltus’s market-integrated flexibility capabilities, enabling distributed capacity to support grid reliability and affordability as electricity demand grows.

The Sunrun-Voltus partnership complements a separate initiative involving Sunrun, Renew Home, and Tesla aimed at unlocking over 16.8 gigawatts of flexible capacity from home batteries, solar systems, smart thermostats, and electric vehicles. These coordinated efforts seek to mobilize existing distributed energy assets to address rising demand from data centers and utilities in a rapid, cost-effective, and dependable manner.

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