National Grid and Sunrun: Powering the Future of AI with Virtual Power Plants
ByAinvest
Thursday, Jan 29, 2026 1:03 am ET1min read
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National Grid and Sunrun are gaining from the increasing demand for electricity, particularly in the US. National Grid, a UK-based monopoly, has seen its shares rise 40% over the past year, while Sunrun's stock has climbed 94%. Both companies are benefiting from the growth of virtual power plants, which utilize cloud-based networks of small energy resources to stabilize the grid during peak times. National Grid has launched its ConnectedSolutions program, which has 250 megawatts of peak shaving capacity.
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