The problem
Data centers wait years for grid hookups because utilities must plan for their peak load
What they do
Software that flexes AI data center power use when the grid is stressed
Traction Commercial at multi-MW scale; contracts in California and Virginia; revenue not disclosed
Hiring trend
- Open roles
- 8
- Ops roles
- 1
- Headcount
- ~45
~45-56 staff (Harmonic/Tracxn, Oct 2026); 8 open roles
Hiring in
- SF Bay Area
- Boston
- Washington, DC
- Remote
Latest news
Aug 2026
Raised $150M Series A at $1.05B valuation; Nvidia, Siemens, GE Vernova invested ↗Funding
- Last round
- $150M
- Stage
- Series A
- Date
- Aug 2026
Led by Energize Capital, DCVC
- Hiring+18 open roles on the live job board (3–9 roles = +1)
- Funding recency+2Series A · $150M, Aug 2026 (2 months ago): 6 months or less = +1.5, $100M+ round +0.5
- Traction+0.75Some growth: Commercial at multi-MW scale; contracts in California and Virginia; revenue not disclosed
- Red flags0Watch-outs noted below, none scored as a significant flag
- Total3.751 + 2 + 0.75 − 0 = 3.75 → Tempo (3.5–4.24)
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: hard to leave
Early standard-setter for grid-flexible data centers; revenue undisclosed and flagship site delayed.
Watch-outs
Watch (not scored): no revenue disclosed; ~100MW Manassas flagship delayed past original H1 2026 target
Sources: AI Startups News, Sep 2026 (Manassas delay) ↗ · Signals Inbox, Aug 2026 (no ARR disclosed) ↗
Open ops roles · 1
Last checked Oct 25, 2026