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Google funds a 1-gigawatt virtual power plant with Voltus on the PJM grid

Google

Industry official 1 src. ~1 min

Google said on October 22, 2026 that it is expanding its partnership with Voltus into a Google-funded 1 GW virtual power plant across the PJM grid region, which serves 67 million people in 13 states and Washington, D.C. Voltus aggregates smart thermostats, batteries and industrial equipment to cut demand at peak. The project is ten times the 100 MW agreement announced earlier in 2026 and is described as one of the largest hyperscaler-funded distributed-capacity portfolios.

Why it matters

Hyperscalers are moving from buying power to financing grid capacity, a shift driven by AI datacenter load growth.

Importance: 2/5

infrastructure investment

Sources