Month: August 2026

Cloverleaf Infrastructure LLC (“Cloverleaf”) today announced it has entered into a strategic partnership with NVIDIA to advance digital infrastructure development across the United States. As part of the partnership, NVIDIA made a minority investment in Cloverleaf to further support the build out of AI factories.

The investment will enable Cloverleaf to help its customers and utility partners meet increasing demand for accelerated computing. NVIDIA will work with Cloverleaf to advance the foundational infrastructure needed to support AI factory development. Since its founding in 2024, Cloverleaf has advanced a robust development pipeline and delivered multiple GW-scale projects to customers across North America.

“AI is accelerating demand for digital infrastructure at an unprecedented scale and driving strong economic development opportunities for American communities,” said David Berry, Co-Founder and CEO of Cloverleaf. “This partnership strengthens Cloverleaf’s ability to identify and develop high-quality sites that provide the compute power for our country’s growth and security. Together, we will help America’s businesses and workers gain a critical edge.”

“AI factories are the infrastructure of the intelligence age, and land, power and shell are their foundation,” said Nico Caprez, Vice President of Global AI Infrastructure Growth at NVIDIA. “Cloverleaf brings deep expertise in power and site development to create exceptional, long-lived sites for generations of accelerated computing. Together, we are accelerating the build out of AI infrastructure that will strengthen America’s energy infrastructure and power the next wave of innovation.”

As demand for computing continues to grow, access to powered, shovel-ready sites is critical to bringing new capacity online quickly and efficiently. Cloverleaf will apply the NVIDIA DSX™ Platform to bring site, power, cooling, computing and facility decisions together earlier in the design phase, helping customers evaluate infrastructure tradeoffs and build AI factories that deliver more useful AI output within available power, water and grid constraints. Once operational, NVIDIA DSX infrastructure and software will help customers optimize energy use and computing capacity.

Through the partnership, Cloverleaf customers will be able to engage with NVIDIA across the full AI factory stack, including accelerated computing, high-performance networking, infrastructure and platform software and NVIDIA DSX. This integrated approach brings compute, power, cooling and facility operations together so customers can deploy capacity faster, optimize every available megawatt and generate more useful AI output at scale.

J.P. Morgan Securities LLC served as exclusive financial advisor and Kirkland & Ellis LLP served as legal counsel to Cloverleaf.

About Cloverleaf Infrastructure
Cloverleaf Infrastructure is a real estate developer that partners with investors, energy innovators and utilities to deliver high-quality, clean-powered shovel-ready sites for technology companies that build and operate data centers, the facilities that power the internet, cloud services and everyday digital tools. Cloverleaf was formed in 2024 with an initial investment from Sandbrook Capital and NGP Energy Capital.

Guided by the Cloverleaf Standard, the Company develops critical infrastructure responsibly, transparently and in partnership with local communities. Cloverleaf believes essential infrastructure should deliver lasting value. Its projects create jobs, generate tax revenue, strengthen regional energy resilience and support long-term economic growth while carefully managing impacts on local infrastructure, natural resources and the surrounding landscape.

Learn more at https://www.cloverleafinfra.com/.

Cloverleaf Media Contact
Thomas Crosson
Joele Frank, Wilkinson Brimmer Katcher
tcrosson@joelefrank.com
212-355-4449

SOURCE Cloverleaf Infrastructure
Cloverleaf Infrastructure Forms Strategic Partnership with NVIDIA to Accelerate Data Center Infrastructure Development

Voltus is expanding its “bring your own capacity” portfolio for data centers yet again, through an agreement announced today with residential solar and storage provider Sunrun.

BYOC — a framework under which hyperscalers finance a virtual power plant program in a capacity-constrained region, then an aggregator delivers the megawatts to the local utility — is gaining momentum as the timelines for new firm generation, transmission upgrades, and conventional interconnection have continued to stretch.

Voltus launched the first formal BYOC product for data centers last fall, in partnership with data center infrastructure developer Cloverleaf Infrastructure. The portfolio has expanded several times since, including via a partnership with Octopus Energy U.S., which agreed to deliver residential consumer device aggregations in PJM, MISO, New York, and California.

PJM has emerged as the country’s primary testbed for the BYOC framework. The region has been grappling with how to connect a massive pipeline of data center load, and is at the outset of an experiment designed to encourage that load to bring its own generation. That includes encouraging data centers to sign bilateral agreements for new capacity, and eventually requiring those that don’t secure their own capacity to curtail when the grid is stressed. The framework, under consideration at FERC, is a significant win for emerging categories of capacity, including VPPs, experts told Latitude Media.

Voltus, for its part, was actively involved in the design process for the new framework, which could unlock more than 10 GW of flexible capacity and accelerate the employment of distributed storage in particular, co-founder and CEO Dana Guernsey told Latitude Media this spring.

Google is the first hyperscaler to commit to purchasing distributed flexible capacity for its data centers. The tech giant inked a deal with Voltus to add 100 MW of flexible capacity to its capacity stack in PJM.

For more on Voltus’ approach to VPPs, listen to CEO Dana Guernsey on the Catalyst podcast: 

Now Sunrun will provide capacity to Voltus in regions of Illinois covered by both PJM and MISO. It’s a multi-year agreement that commits “many megawatts of capacity” to Voltus’ BYOC programs, Sunrun’s SVP of public policy, Amy Heart, told Latitude Media. That capacity will come from thousands of existing solar and storage systems. By laddering up into Voltus’ existing BYOC product, Sunrun can get electrons to market more quickly, she added.

As load growth surges, the deal is designed to meet “critical short-term energy needs” while laying the groundwork for more long-term solutions, Heart said. Ultimately, wholesale market rules need to be updated “to allow and accurately credit injections of residential solar-plus-batteries to maximize the full capacity value.”

Voltus and Sunrun’s agreement itself is evidence of a paradigm shift for virtual power plants,  and a demonstration of one way to deploy distributed energy resources that already exist — fast enough to meet hyperscalers’ speed-to-power needs.

Sunrun, for its part, now uses the phrase “home-to-grid power plants” to describe its aggregated offerings. It’s a term that more accurately describes what the company does than the industry standard “virtual power plant,” Heart explained: Sunrun aims to “aggregate distributed generation and storage resources and then provide the grid with new electrons like a traditional power plant, for utilities and now the wholesale market to rely on.”

The term ‘virtual,’ she added, makes the product feel “futuristic or not tangible.” (Debate over what qualifies as a VPP, as well as whether the term is useful for policy and market design, has persisted in the industry for years.)

That’s partly the point of the Voltus agreement and Sunrun’s separate partnership with Tesla and Renew Home. Earlier this year the trio said they had a combined 16-plus GW of existing distributed capacity that data centers could tap into, and hoped to raise awareness about its availability.

Sunrun is also taking another approach to the data center energy bottleneck, via an edge computing pilot to install Nvidia chips in homes with Sunrun’s solar and storage systems.

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