Director of Product Marketing

Voltus raises $225 million to make flexibility foundational to the grid. Expects to scale to 20 gigawatts by 2030 as it advances Bring Your Own Capacity(TM) and grows its base of connected batteries. October 08, 2026 07:30 ET | Source: Voltus, Inc. SAN FRANCISCO, Oct. 08, 2026 (GLOBE NEWSWIRE) - Voltus, a leading distributed energy resource platform, today announced it raised $225 million in an oversubscribed Series D financing round. Generation Investment Management led the round alongside co-leads Activate Capital and Vitol. Other investors include Broadscale Group, Climate Investment, NGP, Ajax Strategies and All Aboard Fund. The North American Electric Reliability Corporation (NERC) expects peak demand to grow 24 percent over the next decade, more than double the growth it forecast two years ago. Voltus will use the funding to help close the grid's capacity gap. The company anticipates it will grow its platform to 20 gigawatts (GW) by 2030 as it executes on its Bring Your Own Capacity(TM)(BYOC) program in PJM and MISO and expands its leadership position across the U.S. and Canada. Voltus is building the grid's flexibility layer: it taps the latent capacity in batteries, cooling systems, and industrial processes at thousands of businesses and homes, and dispatches it into electricity markets every day. Participants that reduce, shift, or supply power can lower their energy bills and earn new revenue. By getting more out of existing infrastructure, flexibility can help bring down electricity rates for everyone. "Electricity is now the constraint behind almost every major ambition we have, but it doesn't have to be. The question is no longer whether the grid needs flexibility, it's how quickly we can make it foundational," said Dana Guernsey, CEO of Voltus. The round drew investors across energy security, economic development, sustainability, and AI infrastructure. Each arrived at the same conclusion: flexible capacity is necessary to meet rising energy demand. "As electricity demand rises, the fastest, most cost effective and lowest-carbon source of new capacity is often the one already connected to the grid," said Dave Easton, Partner, Growth Equity, Generation Investment Management. "Voltus turns the flexibility of businesses, homes and batteries into reliable power, helping the AI buildout meet its growing energy needs while reducing pressure to build new fossil-fuel infrastructure and making it easier to integrate renewables. The co-founders have spent more than a decade focused on this challenge, well before demand from data centers and electrification began to surge. We believe their experience and commitment put Voltus in a strong position to scale a solution that can help the grid meet rising demand more sustainably." "Flexibility is the fastest and cheapest capacity the grid can add, and Voltus has spent a decade building the platform and market access to deliver it at scale," said Raj Atluru, Managing Partner at Activate Capital. "We first backed Voltus on that thesis, and demand from data centers and electrification has only strengthened it. Voltus is the best solution we've seen to the challenge of interconnecting large loads and decarbonizing our energy system while keeping retail rates affordable." "Economic success is dependent upon a resilient power system, enabled by companies such as Voltus. The demands of weather events and data centers require our power system to be smarter and more efficient. Vitol is one of the largest power traders in the US, giving us a deep understanding of market dynamics. We look forward to working with Voltus to develop its range of innovative product offerings," said R. Andrew de Pass, Head of Energy Transition Investments at Vitol Inc. About Voltus Voltus is a leading DER technology platform and virtual power plant operator connecting distributed energy resources to electricity markets, delivering less expensive, more reliable, and more sustainable electricity. Voltus's commercial and industrial customers and DER partners generate value by allowing Voltus to maximize the value of their flexible load, distributed generation, energy storage, energy efficiency, and electric vehicle resources in these markets. To learn more, visit www.voltus.co. Media Contact Sarah Spitz Sr. Director, Communications [email protected] 832-444-7151

Siemens and Voltus partner to help commercial building operators generate virtual power plant revenue. Published 2nd October, 2026 by John Hatcher Siemens and Voltus have teamed up to integrate Voltus's energy monetization capabilities with Siemens's building-side intelligent controls and services. This new offering provides a pre-tested comprehensive energy management solution that can help U.S. commercial building operators save energy costs and earn new revenue by limiting peak demand, optimizing energy use patterns and participating in utility and market demand response programs. Siemens's Peak Demand Limiting (PDL) service, a key component of the Siemens Energy Load Optimization (ELO) portfolio, helps companies reduce increasingly high peak demand charges. Integrating this Siemens service with Voltus's solution now allows PDL customers to also enroll in virtual power plant (VPP) programs that pay them for automatically reducing electricity use in response to utility and grid signals. The cloud-based integration was designed specifically for large energy-using buildings in industries that may have highly complex equipment and operations such as commercial real estate, higher education, and state and local governments. "Through our partnership with Voltus, our customers can now have a holistic PDL solution that enables both utility demand charge reduction and participation in demand response programs while protecting occupant comfort and indoor conditions," said David LaTour, U.S. head of sustainability portfolio, Siemens Smart Infrastructure USA. "Additionally, this low-cost, automated load management approach can help improve energy management, automate response to grid events, and provide visibility into building performance." "Large loads, electrification and aging infrastructure are putting enormous strain on the grid, and that's creating an opening for commercial buildings to be part of the solution," said Marissa Galizia, senior director of partnerships at Voltus. "Our integration lets buildings deliver more reduction during an event, and do it more reliably, which means more value for customers and the grid for every megawatt enrolled."

Why is Sunrun stock sliding today? Published 08/17/2026, 09:55 AM (C) Pavlo Gonchar / SOPA Images/Sipa via Reuters Connect Investing.com - Sunrun stock slipped 1.3% in morning trading to reach $10.06 after the residential solar-and-storage company unveiled a new commercial agreement with energy flexibility platform Voltus, under which Sunrun will supply capacity from its home battery systems in the PJM and MISO grid regions to support Voltus's Bring Your Own Capacity program for AI hyperscalers. The deal is designed to let large electricity consumers - particularly data center operators - access firm, flexible distributed power without relying solely on new grid infrastructure, with Voltus orchestrating dispatch across Sunrun's residential fleet. Despite the strategic appeal of the Voltus tie-up, the announcement appears to be generating a "sell the news" response, as investors remain focused on fundamental challenges that surfaced in Sunrun's second-quarter 2026 results reported earlier this month. Subscriber additions fell sharply in Q2, and the company trimmed its full-year outlook for both Aggregate Subscriber Value and Cash Generation below prior guidance ranges. Separately, the potential expiry of California solar property tax exemptions at year-end and ongoing tariff pressures on solar components continue to weigh on the investment case. The broader market offered little relief for clean energy names today. The Nasdaq edged fractionally higher, while the S&P 500 and Dow Jones both dipped modestly, reflecting a mixed session in which AI-linked large-cap technology stocks attracted most of the buying interest. Sunrun's sector peers in residential solar also face similar headwinds from the policy and tariff environment, limiting any sympathy lift. -10.19 (-0.13%) Real-time Data · 12:20:14 Taken together, today's modest decline reflects a stock caught between an evolving and potentially high-value AI energy strategy - built on partnerships with Voltus, Tesla, and Renew Home - and near-term operational pressures that have yet to be resolved. Until subscriber growth stabilizes and the regulatory environment clarifies, the market appears reluctant to reward incremental partnership news with a sustained re-rating. Is TSLA undervalued - or a trap? Gut instinct isn't enough. Our Fair Value calculator uses 17 proven valuation models to reveal what TSLA is really worth. Get instant clarity on TSLA - plus thousands of other stocks - before the opportunity disappears.