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Google plans big virtual power plant in energy-strapped PJM grid
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Fusion42 · 23 October 2026 · Fusion42 review
Google and Voltus are targeting a gigawatt of virtual power plant capacity in the PJM Interconnection grid to alleviate energy strain caused by data centers, significantly expanding from an initial 100 MW commitment. This approach leverages demand response and battery storage commitments through 2040 to provide long-term grid flexibility and reduce the need for new power plant construction.
This Wire brief sits within Fusion42's coverage of Data Infrastructure.
◆ ◆ The Wire takeaway
Google's massive virtual power plant deal in PJM opens the door to scale demand response and battery-backed energy flexibility that could reshape grid capacity markets. If you supply grid services or batteries, this is a critical sales opportunity tied to long-term contracts beyond usual horizons.
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1 source · 22 Oct 2026
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