Key Takeaways
- Sunrun will supply energy capacity from its residential solar-and-storage systems to distributed energy company Voltus for its Bring Your Own Capacity (BYOC) programs.
- The arrangement pools capacity across the PJM and MISO grid regions to help meet rising demand from AI hyperscalers and data centers.
- Sunrun reported 4.6 gigawatt-hours of networked storage capacity across its customer base as of June 30, 2026, with a 74% storage attachment rate in the quarter.
- CEO Mary Powell said “meeting growing energy demand requires us to maximize every single electron available across the country.”
- Neither company disclosed the specific capacity volume committed, the number of participating homes, or which hyperscalers are involved.
Sunrun to Supply Voltus With Capacity for AI Hyperscalers
Sunrun will supply energy capacity from its residential solar-and-storage systems to Voltus, a distributed energy resource company, to support Voltus’s Bring Your Own Capacity (BYOC) programs for AI hyperscalers. The arrangement will pool capacity across the PJM and MISO grid regions.
“Meeting growing energy demand requires us to maximize every single electron available across the country,” said Mary Powell, Chief Executive Officer of Sunrun.
Bring Your Own Capacity Links Homes to Data Center Demand
BYOC lets large power users, including data center operators, contribute firm, flexible capacity from distributed resources to help ease grid interconnection for new demand. Voltus orchestrates flexible resources such as home batteries and smart thermostats, reducing demand when needed while compensating participating homes and businesses. The companies did not disclose the size of the capacity commitment, the number of participating homes, or which hyperscalers the arrangement will serve.
“BYOC is about turning distributed resources into capacity the grid can count on,” said Dana Guernsey, Chief Executive Officer of Voltus.
Networked Storage Reaches 4.6 GWh
Sunrun reported 4.6 gigawatt-hours of networked storage capacity across its customer base as of June 30, 2026, alongside a 74% storage attachment rate for the quarter. The company said the Voltus arrangement builds on a separate initiative with Renew Home and Tesla aimed at unlocking 16.8 gigawatts of flexible capacity nationally. Voltus has pursued similar arrangements elsewhere, including a June 2026 BYOC deal with Google that aggregates up to 100 megawatts annually in PJM over three years from distributed residential assets.
Sunrun Capacity to Serve PJM and MISO Grid Regions
The companies framed the deal as a way to strengthen grid reliability in regions facing rising demand from data centers, while creating economic benefits for the residential customers whose systems contribute capacity. Industry analysts have noted that distributed resources can speed up grid interconnection, though accredited capacity can differ from installed battery nameplate depending on local transmission constraints.
