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Google will buy 1,070 MW of additional flexible capacity from Voltus in the PJM grid region. The companies announced the expansion of their Bring Your Own Capacity agreement on
Oct. 22, adding 1,070 MW to the 100 MW they committed in June.
Voltus aggregates flexible capacity from homes and businesses, including batteries, smart thermostats, industrial process adjustments and other assets that can cut energy use. When the grid is strained, Voltus signals those sites and offers the combined resources into PJM's market. Google funds the virtual power plant, and Voltus pays participating customers through bill savings and direct payments.
The first agreement, signed in June, covered up to 100 MW a year over three years. Voltus chief executive Dana Guernsey told Latitude Media that the first phase has been fully subscribed and that the new contract extends through 2040. Guernsey said batteries will supply a significant share of the capacity, without specifying how much.
PJM is the largest U.S. wholesale power market and serves 67 million customers across 13 states and the District of Columbia. Demand response revenue in PJM rose 240% from 2024 to 2025, reaching $523.5 million, according to Monitoring Analytics, the grid operator's market monitor. In October, the Federal Energy Regulatory Commission largely rejected PJM's plan to curtail large loads that lack new generation, sending curtailment priority back to the states.
"Distributed energy resources are powerful tools for managing a modern, reliable grid while keeping energy affordable," said Ellen Zuckerman, head of energy market development for North and South America at Google. She said the expansion of the initial commitment is tenfold. "This significant expansion of our work with Google translates data center growth into direct economic benefits for businesses and homes," said Dana Guernsey, chief executive of Voltus.
The Brattle Group estimates U.S. consumers could save more than $100 billion over the next decade through better use of the grid, the companies said.
Baxtel tracks more than 5,300 data center sites in the United States, a market where Google operates 111 facilities, 71 of them operational, according to Baxtel's United States market page. Voltus expects to ramp the plant to full capacity over three to four years, spokesperson Sarah Spitz told Utility Dive.
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