Monday, October 26, 2026 · AI

From Issue 83 (2026-10-26) · 16 stories in this issue

06 INFRA

❯ Google and Voltus expand virtual power plant plans to gigawatt scale

A tenfold expansionGoogle announced on October 22 that its partnership with Voltus would expand from 100 megawatts to roughly 1 gigawatt of virtual power plant capacity in PJM. The grid serves 13 states and Washington, D.C., according to Google’s announcement.

Coordinating demandVoltus aggregates batteries, smart thermostats and industrial loads. During grid stress, participants temporarily reduce consumption or use batteries and receive bill savings or direct payments. Google funds the portfolio, as described in Voltus’s release.

Flexible capacityThe figure describes coordinated flexibility, not continuous nuclear-like generation. Lowering peak demand creates room for growing data-center loads and channels some infrastructure spending to local households and businesses.

▮ SIGNALBuying demand flexibility is becoming another way for data centers to secure grid capacity.