Voltus 融资 2.25 亿美元，建虚拟电厂供数据中心
旧金山的 Voltus 完成 2.25 亿美元 D 轮融资，由 Generation Investment Management 领投，Activate Capital 与能源交易商 Vitol 联合领投，Broadscale Group、Climate Investment、NGP、Ajax Strategies 和 All Aboard Fund 参投；公司称本轮超额认购，但未披露估值。Voltus 运营虚拟电厂，向企业和家庭付费，让其在电网需要时削减、转移或供应电力，再把这种灵活容量卖给电力市场；官网称目前平台容量为 8.5 吉瓦，目标 2030 年在美国和加拿大达到 20 吉瓦。新资金将扩展其 “Bring Your Own Capacity” 计划：6 月 Voltus 与 Google 签署三年协议，每年在 PJM 电网区域汇集最多 100 兆瓦，8 月 Sunrun 同意为其面向 AI 超大规模厂商的交易提供家庭光伏与电池容量。
AI 数据中心的用电需求正成为电网瓶颈，虚拟电厂把分散的电池和可调负荷当作替代电源，可能减少新建化石燃料电厂的压力。
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 and All Aboard Fund also invested. Voltus called the round oversubscribed. It did not disclose its valuation.
“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.
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