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Sunrun and SPAN Expand Partnership to Enhance AI Compute Capacity
Sunrun and SPAN announced a partnership expansion to accelerate AI compute capacity by combining home energy systems with distributed compute infrastructure. Under the partnership, Sunrun will provide home solar and battery storage to help power SPAN's XFRA distributed data center solution, accelerating deployed compute capacity.
Sunrun and Tesla Dispatch Over 580 Megawatts to California Grid
Sunrun (RUN) and Tesla (TSLA) announced that the companies' fleets of home batteries dispatched more than 580 megawatts of peak power to California's grid on the evening of September 9, 2026. The combined output marks the largest distributed power plant dispatch event on record. "Sunrun's distributed home batteries are operating at a scale larger than many peaker power plants combined," said Sunrun CEO Mary Powell. "Families depend on their Sunrun energy systems for outage protection and energy independence. This historic dispatch shows that the benefits of distributed energy go well beyond individual households as we help control the cost of electricity for all Californians and reduce the need for new costly poles and wires."
PG&E Launches SHARE Virtual Power Plant to Address Electric Demand
PG&E (PCG) announced Smart Home Assets for Reliability and Efficiency, or SHARE, a virtual power plant, or VPP, designed to help communities benefit from rising electric demand. Together, PG&E, Rewiring America, Google (GOOG), Carrier (CARR), Tesla (TSLA), Sunrun (RUN), Renew Home, Demand Side Analytics, encoord and other partners will deploy the new VPP-a coordinated network of home batteries, smart devices, and battery-enabled heat pumps that reduce energy use during periods of high demand-in Bay Area communities. The model is designed to create additional capacity, support reliability and help put downward pressure on rates while participating households save money through smarter energy management with next-generation home technology. SHARE is a first-of-its-kind VPP proof-of-concept that combines enrollment of existing home energy devices with regional deployment of privately funded new electrification technologies to address growing electric demand.
Trump Considers New Semiconductor Tariffs Impacting Multiple Companies
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.SEMICONDUCTOR TARIFFS:The Trump administration is considering broad new semiconductor tariffs that could extend to chip-containing products such as laptops and data-center servers, potentially raising AI infrastructure costs while linking tariff relief to U.S. manufacturing investment, Politico's Ari Hawkins and Gabby Miller. The administration is also mulling a phase-in period for the new tariffs, people familiar with the matter say. Publicly traded companies in the space include AMD, Intel, Marvell, Microchip, Micron, Nvidia, Qualcommand Texas Instruments.GRID EQUIPMENT:President Trump signed an emergency order that bars the U.S. purchase or installation of certain foreign-made, bulk-power system electrical equipment, and associated software, where it could pose cybersecurity or operational risks, Jennifer Dlouhy of Bloomberg, citing a White House official. Publicly traded companies in the solar space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.DRUG PRICING DEALS:The Trump administration is set to announce new drug pricing agreements with several midsized biotechs, trading Medicaid discounts tied to international prices for exemptions from certain Medicare pricing pilots and, in some cases, tariff relief, Bloomberg's Nyah Phengsitthy, Rachel Cohrs Zhang, and Madison Muller. Publicly traded companies in the space include Neurocrine Biosciences, Exelixis, Alnylam, BioMarin, United Therapeutics, Ionis, Bio-Techne, and Alkermes.DATA-SHARING DEALS:The Trump administration has struck data-sharing deals with OpenAI, Google, Meta, Amazon, and other tech companies to track how AI is affecting jobs and hiring, Courtenay Brown of Axios. The Labor Department has signed memorandums of understanding with "a lot of these tech companies," acting Labor Secretary Keith Sonderling told Axios.
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