Sunrun With Tesla Dispatch Record 580 MW Of Battery Power To California Grid
rttnews·- Sunrun and Tesla announced that their home battery fleets dispatched over 580 MW of peak power to California's grid on September 9. - This 3-hour event involved about 110,000 Powerwalls, marking the largest distributed power plant dispatch on record. - The companies additionally delivered over 140 MW of battery capacity in a Southern California Edison dispatch on September 10.AI is Eating the World, But the Market's Truth is More Complicated
Global Report·- Silicon Valley is aggressively stockpiling computing power, driving AI adoption across traditional enterprise infrastructure and cloud services. - Companies across various sectors, from cloud monitoring and hardware testing to cybersecurity and residential solar, are benefiting from the AI boom. - Broader market dynamics and innovations in life sciences, biotechnology, and consumer goods highlight a complex economic landscape beyond the AI narrative.The Clean Energy Reboot: AI Power Plays and Supply Chain Pains
Global Report·- The US clean energy sector is undergoing a major shake-up characterized by traditional manufacturing pains and new growth driven by artificial intelligence demand. - Companies like Fluence Energy lowered their 2026 guidance due to supply chain issues, while firms partnering with AI data centers, such as Sunrun and Enphase Energy, experienced significant growth. - Industry players are adapting by diversifying supply chains, relocating manufacturing to the US to capture tax benefits, and navigating sector restructuring.