内容来源：https://www.geekwire.com/2026/forget-new-power-plants-seattle-startup-edo-wants-to-turn-your-office-building-into-one/

内容总结：

随着数据中心和人工智能用电需求激增，叠加极端天气与山火频发，西雅图初创企业Edo成立五年来致力于打造的虚拟电厂技术正迎来高光时刻。

虚拟电厂通过调节商业建筑在用电高峰期的非必要能耗，帮助电网平衡负荷。这种模式既避免了电力公司斥巨资新建发电设施或大规模储能系统，又能防止无差别拉闸限电，如今正获得公用事业公司和楼宇运营方的双重青睐。

"这已成为行业对话的核心议题，并走向主流化。"Edo市场总监赫莱·舍尔佐伊表示。在分时电价机制日益普及的背景下，楼宇运营方可借助虚拟电厂实现智慧节能——通过在电价低谷时段预冷预热空间、为电动汽车充电或执行非紧急任务，有效控制用电成本。配备光伏或储能的建筑还可在电网紧张时段反向供电。

尽管特斯拉、Sunrun等企业已在住宅领域布局虚拟电厂，Voltus等公司专注工业场景，但占全美用电量35%的商业建筑市场仍存在服务空白。"这块巨大的负荷资源尚未被充分开发。"Edo董事总经理杰西·雷贝洛指出。

美国能源部预测，若加速推广，虚拟电厂到2030年可提供8000万至1.6亿千瓦灵活容量，相当于新建至少66座哥伦比亚核电站。能源部在官方博客中强调："虚拟电厂已从边缘解决方案演进为关键容量资源，正在重塑电网长期规划格局。"

这家由全美建筑能源服务商麦金斯特里与西北公用事业公司阿维斯塔于2021年联合创立的企业，已获得阿维斯塔等机构1500万美元投资及能源部670万美元资助。目前其45人团队服务全美超7000栋建筑，通过安装智能硬件分析楼宇用能数据，帮助运营方挖掘调节潜力。

"我们让商业建筑首次看清自身用能脉络，"舍尔佐伊说，"同时为电网提供稳定可靠的负荷调节资源。"尽管尚未盈利，这家初创企业正推动美国商业建筑领域迈入电网互动新时代。

中文翻译：

数据中心与人工智能应用引发的电力需求激增，叠加极端天气与山火频发的影响，终于让西雅图初创企业Edo坚守五年的使命站到了聚光灯下。

Edo的技术能构建虚拟电厂——通过在用电高峰期削减商业建筑的能耗，这一策略正引发公用事业公司与楼宇运营商前所未有的关注。"在我们所处的行业圈子里，这已成为所有对话的前沿议题，并且日益主流化。"市场总监赫莱·舍尔佐伊表示。

虚拟电厂通过限制非必要用电协助公用事业公司应对峰值负荷。若缺乏这种灵活性，电力公司要么斥巨资新建发电设施、部署巨型电池，要么只能采取无差别拉闸限电措施。

虚拟电厂还能帮助楼宇运营商节约成本。随着分时电价机制日益普及——其中包含类似网约车平台的动态浮动计价模式——实时响应变得至关重要。为规避高价电费，楼宇运营商可采取预冷预热空间、错峰为电动汽车充电、在电价低谷时段运行非紧急设备等策略。配备太阳能或储能系统的场所还可在电网急需时反向输电。

特斯拉、Sunrun、EnergyHub等企业正着力开发住宅场景的虚拟电厂方案，而Voltus、CPower Energy等公司则聚焦工业领域。但商业建筑仍是关键目标市场——联邦数据显示其约占美国总用电量的35%。Edo董事总经理杰西·雷贝洛指出："这个庞大的负荷领域长期处于服务空白区。"

美国能源部预测，若加速推广，虚拟电厂到2030年可提供800-1600亿瓦的灵活调节容量。仅下限值就相当于新建66座华盛顿州东部哥伦比亚发电站规模的核反应堆。能源部在专题报告中强调："虚拟电厂已从边缘解决方案演变为关键容量资源，正在重塑电网的长期规划格局。"

Edo成立于2021年，由全国性建筑能源服务商McKinstry与西北太平洋地区公用事业公司Avista联合创立。据PitchBook数据，该公司已获得这两家股东1500万美元投资，并获批670万美元能源部"互联社区"专项拨款，Avista等合作方另配套490万美元。这家45人团队的企业目前尚未盈利。

其技术已覆盖全美超7000栋建筑：通过安装连接楼宇控制系统的硬件，分析复杂数据流，精准绘制各系统用电时空图谱。随后与运营商协同识别可调节负荷，动态调整用能策略以满足电网需求。"我们让商业建筑首次获得全景式用能洞察，"舍尔佐伊解释道，"同时为电力公司提供可靠途径，在电网承压时将整栋建筑转化为调峰资源。"

英文来源：

A surge in electricity demand from data centers and AI use, compounded by more frequent extreme weather and wildfires, is finally putting Seattle startup Edo‘s 5-year-old mission in the spotlight.
Edo’s technology creates virtual power plants (VPPs), which dial back the electricity used by commercial buildings during periods of high demand — a strategy that has drawn serious new interest from utilities and building operators alike.
“It is in the forefront of every conversation in the circles we’re in — and it’s more mainstream,” said Hellai Sherzoi, marketing director.
Virtual power plants help utilities handle peak demand by curtailing non-essential use. Without that flexibility, utilities either must build expensive new power generating facilities, install giant batteries or trigger blackouts and brownouts that cut electricity indiscriminately.
VPPs also help building operators save money. Utilities are increasingly implementing “time of use” pricing, which can include dynamic pricing akin to the fluctuating costs familiar to Lyft and Uber riders that makes real-time responses essential.
To limit exposure to high rates, building operators can take steps like pre-cooling and pre-heating spaces, charging electric vehicles, or running non-time-sensitive functions when electricity is cheaper. Sites with solar power or battery storage can send power back to the grid when it’s most needed.
Smart home devices and companies such as Tesla, Sunrun and EnergyHub are creating VPPs in residential settings, while Voltus, CPower Energy and others focus on industrial businesses.
But commercial buildings are a significant target market, accounting for an estimated 35% of U.S. electricity consumption, according to federal sources. That sector has largely been left out, said Jesse Rebello, Edo’s managing director: “This big chunk of load has been unserved.”
The U.S. Department of Energy estimates that VPPs could provide 80-160 gigawatts of flexible capacity by 2030 if quickly adopted. At the low end, that’s equivalent to building 66 nuclear reactors like Eastern Washington’s Columbia Generating Station.
“VPPs have evolved from niche solutions to essential capacity resources, reshaping long-term grid planning,” a DOE blog post noted.
Edo launched in 2021 as a collaboration between McKinstry, a national construction and energy services company, and Avista, a Pacific Northwest utility.
PitchBook reports Edo received $15 million in investments from Avista and McKinstry. The company was also awarded a $6.7 million DOE Connected Communities grant, with Avista and other partners contributing $4.9 million in matching funds. The company has not reached profitability.
The 45-employee team works with more than 7,000 buildings across the U.S. Edo installs hardware that connects to the systems controlling a building’s operations, analyzes complex inputs, and maps which systems are using how much power and when. The startup then collaborates with building operators to identify where flexibility exists and adjust energy use to meet utility demands.
“We give commercial buildings visibility and insights they’ve never had,” Sherzoi said, “and all while giving utilities reliable ways so they can tap into that building as a resource when the grid needs relief.”