
Voltus在D轮融资中筹集了2.25亿美元。这家总部位于旧金山的公司通过向企业和家庭付费,在其电网需要时削减、转移或供应电力。本轮融资由Generation Investment Management领投,Activate Capital和能源贸易商Vitol共同领投。
Voltus has raised $225 million in a Series D round. The San Francisco company pays businesses and homes to cut, shift or supply power when the grid needs it. Generation Investment Management led the round, with Activate Capital and the energy trader Vitol as co-leads.
Broadscale Group、Climate Investment、NGP、Ajax Strategies和All Aboard Fund也参与了投资。Voltus称此轮融资超额认购,但未透露其估值。
Broadscale Group, Climate Investment, NGP, Ajax Strategies and All Aboard Fund also invested. Voltus called the round oversubscribed. It did not disclose its valuation.
Voltus首席执行官达娜·根西(Dana Guernsey)表示:“电力现在是几乎我们所有重大宏伟目标背后的制约因素,但本不必如此。”
“Electricity is now the constraint behind almost every major ambition we have, but it doesn’t have to be,” said Dana Guernsey, Voltus’s chief executive.
由电池和空调组成的发电厂 Voltus运营着业内所谓的虚拟电厂。它利用数千家企业和家庭的电池、冷却系统以及工业流程,然后每天将这种灵活的容量出售到电力市场中。参与者可以赚钱并降低能源账单。
A power plant made of batteries and air conditioning Voltus runs what the industry calls a virtual power plant. It draws on batteries, cooling systems and industrial processes at thousands of businesses and homes. It then sells that flexible capacity into electricity markets every day. Participants earn money and can lower their energy bills.
其网站显示,目前其平台上的容量为8.5吉瓦(GW)。该公司预计到2030年,在美国和加拿大的总容量将达到20吉瓦。
Its website puts the capacity on its platform today at 8.5 gigawatts (GW). The company expects to reach 20GW by 2030, across the US and Canada.
Voltus引用了北美电力可靠性公司(NERC)的一项预测。据Voltus称,NERC预计未来十年峰值电力需求将增长24%。这比NERC两年前预测的增长率高出一倍以上。
Voltus cites a forecast from the North American Electric Reliability Corporation (NERC). NERC expects peak demand to grow 24% over the next decade, according to Voltus. That is more than double the growth NERC forecast two years ago.
数据中心的容量 增长很大一部分将来自Voltus称之为“自带容量”(Bring Your Own Capacity)的项目。大型电力用户为从家庭和企业收集的容量付费。今年6月,Voltus与谷歌签署了一项为期三年的协议,将在覆盖美国东部大部分地区的PJM电网区域内,每年收集高达100兆瓦的容量。
Capacity for data centres Much of the growth will come from a programme Voltus calls Bring Your Own Capacity. Large power users pay for capacity gathered from homes and businesses. In June, Voltus signed a three-year deal with Google to gather up to 100 megawatts a year in PJM, the grid region that covers much of the eastern US.
今年8月,Sunrun同意为其家庭太阳能和电池系统提供容量,以支持Voltus与人工智能超大规模企业的交易。这笔新资金将用于扩大该项目在PJM以及覆盖美国中部地区的MISO电网区域的规模。
In August, Sunrun agreed to supply capacity from its home solar and battery systems for Voltus’s deals with AI hyperscalers. The new money will expand the programme in PJM and in MISO, the grid region across the central US.
“Voltus将企业、家庭和电池的灵活性转化为可靠电力,帮助AI建设满足其不断增长的能源需求,同时减少建设新化石燃料基础设施的压力,”Generation Investment Management合伙人Dave Easton表示。6月,美国联邦监管机构下令为数据中心开辟电网快速通道。7月,据报道AI数据中心导致锈带工厂的电费上涨。
“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,” said Dave Easton, a partner at Generation Investment Management.
9月,Google和Nvidia启动联盟,旨在使数据中心更加灵活。
In June, US federal regulators ordered a grid fast lane for data centres. In July, AI data centres were reported to be raising power bills at Rust Belt factories. In September, Google and Nvidia launched an alliance to make data centres more flexible.