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Sunrun Surges 26% on 16-Gigawatt Virtual Power Plant Deal With Tesla and Renew Home
Key takeaways
- Goldman Sachs projects U.S. data center power demand to hit 66 GW by 2027, the surging load curve driving this entire partnership.
- The deal is a capacity framework, not signed hyperscaler contracts, and Sunrun stock remains down 11% year-to-date despite today s rally.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn t make the cut.
Sunrun Surges 26% on 16-Gigawatt Virtual Power Plant Deal With Tesla and Renew Home David Moadel Wed, June 24, 2026 at 10:47 PM GMT+7 4 min read RUN TSLA NVDA Quick Read Sunrun (RUN) jumped 26% on a 16 GW virtual power plant deal with Tesla (TSLA) and Renew Home targeting AI data center load.
Goldman Sachs projects U.S. data center power demand to hit 66 GW by 2027, the surging load curve driving this entire partnership.
The deal is a capacity framework, not signed hyperscaler contracts, and Sunrun stock remains down 11% year-to-date despite today s rally.
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