Sunrun to Supply Voltus with Energy Capacity for AI Hyperscaler Agreements

Solar company Sunrun and energy platform Voltus have struck a deal to pool power from Sunrun's home battery and solar systems and sell that capacity to help supply electricity-hungry AI data centers. The systems involved sit in the PJM and MISO grid regions, which cover much of the mid-Atlantic, Midwest, and parts of the South. Voltus runs a program called Bring Your Own Capacity, which lets large power users like data center operators tap into flexible home devices — batteries, smart thermostats, and similar tech — instead of relying only on new power plants.

For homeowners, the relevant detail is that participants get paid for letting their home battery or solar-plus-storage system be used this way. The companies say this kind of arrangement channels money into local communities and helps the grid handle demand spikes, which can reduce the risk of blackouts and, in theory, help keep energy costs down for everyone on the grid. This builds on a separate, larger effort by Sunrun, Renew Home, and Tesla to line up more than 16.8 gigawatts of flexible capacity from home batteries, solar, smart thermostats, and electric vehicles nationwide.

No new rebate or incentive program is being introduced here — this is a business agreement between two companies, not a homeowner-facing offer. But it points to a growing trend: utilities and companies are increasingly looking to home batteries and solar systems as a source of grid power, which could shape what future compensation programs for home battery owners look like.