Sunrun and Voltus form partnership to supply residential battery storage capacity for AI hyperscalers
Type: Partnership · Technology: Storage · Country: United States · Announced: 2026-08-17
Sunrun and Voltus announced a partnership to supply capacity from residential solar-plus-storage systems to support Voltus' Bring Your Own Capacity (BYOC) programs for AI hyperscalers. The agreement leverages Sunrun's thousands of residential storage-plus-solar systems in the PJM and MISO grid regions, though specific capacity volumes and participating homes were not disclosed. Voltus' BYOC program aggregates distributed resources such as batteries and smart thermostats, with participating homes and businesses receiving payments for their resources. The partnership aims to address growing energy demand by maximizing available capacity across the country, with Sunrun CEO Mary Powell stating the collaboration provides 'critical capacity from home batteries supported by funding from hyperscalers.'
Counterparties
📈 The Sherpa Signal — one notable infrastructure deal a day.