Virtual Power Plants have the potential to unlock America’s AI future—providing fast, flexible, low-cost capacity to power data centers while easing grid strain and protecting consumers. The next race isn’t for silicon—it’s for speed to power.
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The U.S. plans to add 86 GW of utility-scale power in 2026—the largest annual expansion in decades—led by solar and battery storage. But a parallel wave of privately built, gas-fired generation for AI data centers is emerging beyond traditional grid reporting.