• Emerald AI is tackling AI's power crunch by transforming AI data centers into flexible grid assets that dynamically adjust power consumption in response to power grid conditions, an approach that can unlock more than 100 gigawatts of capacity on the existing U.S. grid for AI while protecting grid reliability and energy affordability for communities.
• The oversubscribed round was co-led by Energize Capital and DCVC, including participation from leading global financial and strategic investors, and brings Emerald AI’s total funding raised to more than $220 million.
• Having completed five commercial demonstrations around the world, Emerald AI has entered commercial scaling: its software is now deployed commercially at multi-megawatt, full data center scale, and the company serves customers spanning leading AI firms, data center operators, and electric power utilities.
• As Emerald AI convenes the AI and energy ecosystem to advance power-flexible AI data centers, 12 Fortune Global 500 companies now hold investments in Emerald AI.

WASHINGTON: #AI--Emerald AI, the company transforming data centers into flexible assets for the power grid, today announced it has raised $150 million in an oversubscribed Series A financing at a valuation of $1.05 billion. The round was co-led by Energize Capital and DCVC, joined by a global group of leading financial and strategic investors–the company now counts 12 Fortune Global 500 companies as investors. With five global demonstrations complete, Emerald AI's technology is now deployed commercially, dynamically flexing power consumption at multi-megawatt, full data center scale. The company will use the new capital to scale commercial deployments worldwide with its customers, which include leading AI firms, data center operators, and electric power utilities.

Rather than treating data centers as inflexible consumers of electricity, Emerald AI transforms them into intelligent, responsive assets that are good grid citizens and protect energy affordability and reliability for local communities. The Emerald Conductor software platform dynamically orchestrates AI computational workloads and onsite energy resources to control a facility's power draw when the grid is stressed while protecting the performance of critical AI workloads. The result is AI infrastructure that strengthens the electric grid rather than straining it.

The financing arrives at an inflection point for American energy. Building new grid infrastructure can take a decade or more, while data centers are projected to account for nearly half of the growth in U.S. electricity demand through 2030, according to the International Energy Agency. Data centers running Emerald AI's software can connect to the grid faster and at larger scale, support grid reliability during periods of stress, and help hold down energy costs for the communities around them. Applied across the AI build-out, this approach can unlock more than 100 gigawatts of untapped capacity in the U.S. alone on the existing United States power grid, power available years before new infrastructure can be built.

"We founded Emerald AI on the conviction that the intelligence driving the AI revolution could solve its own greatest bottleneck: power," said Emerald AI Founder and CEO Dr. Varun Sivaram. "Our demonstrations around the world proved that data centers can adjust their power use precisely when the grid needs relief, without compromising critical computing workloads. Today that technology runs commercially at full data center scale, and this financing lets us take it everywhere AI is built, so the AI era can accelerate while the grid becomes more reliable and more affordable for the communities it serves."

The round drew together the companies building the AI era and the companies powering it. Energize Capital, a leading multi-strategy investment firm focused on digital solutions for the energy transition, co-led the financing alongside DCVC, one of the world's foremost deep tech venture firms, known for backing companies that turn frontier science and engineering into industrial-scale businesses. The round also convened leading financial and strategic investors across North America, Europe, and Asia. Twelve Fortune Global 500 companies are now investors in Emerald AI and sit on the company's Strategic Advisory Board, working directly with the company on product integration and commercial deployment across the AI and energy ecosystem.

"The binding constraint on AI is no longer chips or capital; it is power, and software is the fastest way through it. Emerald AI has converted world-class research into commercial deployments faster than any company we have seen in this category, and we are proud to co-lead this round as the team defines how AI infrastructure and the grid grow together," said John Tough, Managing Partner at Energize Capital.

"Emerald AI's compute workload orchestration platform makes flexibility a permanent feature of how data centers are powered. This turns data centers into grid-responsive assets instead of energy-hogging liabilities-increasing America’s strength in AI, decreasing rises in electrical bills for communities, and protecting the environment. This is deep tech at its best,” said Zachary Bogue, Co-Founder and Managing Partner, DCVC.

Over the past year, Emerald AI has completed five successful demonstrations at commercial data centers in Arizona, Illinois, Virginia, Oregon, and London, working alongside partners including NVIDIA, EPRI, Oracle, Nebius, and National Grid as well as regional utilities and grid operators, proving at live commercial sites that AI data centers can flex their power use on the grid's schedule.

With its demonstration phase complete, the company has entered commercial scaling, deploying at an entire data center in California that proved grid-responsive power flexibility during peak grid strain. Emerald AI now serves customers across the AI power value chain, from electric power utilities to leading AI companies to global data center operators, with additional large-scale deployments planned for later this year. Emerald AI partnered with Silicon Valley Power to launch its first-in-the-nation Flexible Load Interconnection Program, which grants data centers expanded grid access in exchange for verified, dispatchable flexibility. And in Manassas, Virginia, Emerald AI is working with Digital Realty and NVIDIA to bring online the world's first power-flexible AI factory, the nearly 100-megawatt Vera Rubin AI Research Factory, tested in collaboration with EPRI, Dominion, and the PJM Interconnection and slated to come online later this year.

The company was also recently named one of the 2026 TIME 100 Most Influential Companies as well as a 2026 Technology Pioneer by the World Economic Forum.

The Series A round was co-led by Energize Capital and DCVC. Several of the world’s largest companies and leading financial investors participated, including NVIDIA, Samsung Ventures, Siemens, Aramco Ventures, Salesforce Ventures, GE Vernova, RWE, JERA Ventures, ADVentures (ADI’s corporate venture capital fund), Sabanci Climate Ventures, In-Q-Tel (IQT), Radical Ventures, Energy Impact Partners, Lowercarbon Capital, Marunouchi Innovation Partners, Emerson Collective, The Olayan Group, the Temerty Group, John Doerr, Tom Steyer, Earthshot Ventures, Collective Global, and General Catalyst's scout fund.

Hear more from our investors: https://www.emeraldai.co/blog/150-million-series-a-valuation-investor-quotes

About Emerald AI

Emerald AI transforms AI data centers into flexible assets for the power grid, securing larger and faster power connections for AI infrastructure, protecting electricity grid reliability, and advancing energy affordability for communities. The Emerald Conductor software platform is the intelligent interface between the world's two most valuable networks, power grids and AI infrastructure, unlocking critical power capacity for the AI era. For more information, visit www.emeraldai.co.

Fonte: Business Wire