The solar panels on your roof might be secretly working for AI.
Stumbled upon an unexpected surge—Sunrun soared over 31% intraday on Wednesday. It partnered with Tesla and Renew Home to aggregate household batteries and thermostats across the US, creating a "reverse power plant" that can dispatch 16 GW of adjustable power, enough to supply 17 AI data centers at peak times.
The AI computing power shortage is starting to tap into residential-side energy storage. This sector is more niche than chips and still in its early stages, worth keeping an eye on.
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