Financial联社 October 29 news (Editor Zhao Hao) last week,$Sunrun (RUN.US)$CEO Mary Powell stated that the American residential cecep solar energy provider is discussing with datacenter developers to provide distributed cecep solar energy for the facilities.

Powell said at a conference in the distributed energy sector that Sunrun is studying "several different, very cool models", including partnering with electrical utilities to provide customized cecep solar energy systems for new data centers, or utilizing existing Sunrun systems in nearby communities.

Powell said: "This is a brand new collaboration that will bring incredible benefits to everyone." Due to signing confidentiality agreements with developers, she cannot disclose more information. Following this news, Sunrun's stock price surged over 9% intraday, ultimately closing up 0.42%.

Media analysis suggests that Sunrun's potential collaborations indicate that developers and energy companies are actively seeking new sources of electrical utilities for data centers driven by ai, with many participants viewing the increasing demand for electricity as an opportunity to reconfigure and upgrade the American energy grid.

But Powell added that infrastructure development faces numerous obstacles, as the electrical utilities industry is not accustomed to rapid action, but "I think it has been influenced by over 100 years of thinking", she urges participants to have an open attitude towards new power supply methods.

Last month, executives from tech giants such as Microsoft, Huang Renxun, and others met with senior government officials and other industry leaders at the White House to discuss how to meet the increasing electrical infrastructure demands of AI projects, and established an interdepartmental datacenter infrastructure task force.

After the meeting, Microsoft, Google, and Amazon each announced plans to invest in nuclear energy. Although renewable energy sources like solar power have reliability issues, using solar power as a supplement and equipped with energy storage systems can ensure power supply even in the absence of sunlight.

Earlier this year, executives mentioned at Davos that future AI development requires breakthroughs in energy, as the power consumption of AI will far exceed expectations. They mentioned that nuclear fusion or cheaper solar energy along with energy storage could be the direction for AI development.

Editor/ping