Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe

Virtual power plant (VPP) growth is shifting in 2025. Europe is pulling ahead, while US capacity markets (like PJM and NYISO) are heating up on data‑center demand. VPP providers — systems that combine rooftop solar, batteries, and EV chargers to … The post Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe appeared first on CB Insights Research .

6 April 2026 at 08:10 pm

1 views

Mosaic and hiring signals show VPP momentum shifting to capacity markets and Europe

In 2025, the landscape of virtual power plants (VPPs) is undergoing significant shifts, with momentum increasingly moving towards capacity markets and Europe. This transformation is driven by a combination of factors, including stable decarbonization policies in Europe and the growing demand for data-center capacity in the United States. VPP providers, which aggregate rooftop solar, batteries, and EV chargers to support the grid, are adjusting their geographic focus to capitalize on these opportunities.

Europe has emerged as a leader in the VPP market, with Mosaic clusters rising in key regions. The continent's stable decarbonization policies and retailer-led programs have shortened the time it takes for VPPs to transition from enrollment to revenue generation. This efficiency has attracted providers looking to capitalize on the strong regulatory framework and growing demand for clean energy solutions.

In contrast, the United States is witnessing a surge in activity within its capacity markets, particularly in regions served by the PJM and NYISO. The demand for data-center capacity is driving growth in these markets, with VPP providers adjusting their strategies to meet the increasing need for power. The hiring trends in the US are reflective of this shift, with more companies focusing their efforts on eastern markets. The growth in headcount and the concentration of hiring in roles related to market operations, interconnection, and sales for capacity programs highlight the strategic importance of these regions.

The evolving landscape of VPPs is a testament to the dynamic nature of the energy sector. As providers adapt to new opportunities and regulatory environments, the future of VPPs looks promising, with both Europe and the US capacity markets poised for significant growth. For those interested in staying informed about the latest developments in this space, CB Insights Research offers a range of scouting reports and deep dives into emerging AI companies developing agents for enterprises. To access this valuable research, new customers can start a free trial, while existing customers can log in to continue their exploration of the latest trends and insights in the VPP market.

Source: CB Insights Research

The largest orbital compute cluster is open for business | TechCrunch

Kepler Communications is flying 40 GPUs in Earth orbit. And its latest customer is Sophia Space.

14 Apr

‘Mideast conflict poses risks to Philippines growth’

The Philippine economy is expected to grow at a faster pace of 5.3 percent this year from last year’s 4.4 percent but the ongoing Middle East conflict is seen to pose risks, according to the Association of Southeast Asian Nations Plus 3 Macroeconomic Research Office.

7 Apr

AFBI welcomes DUP representatives to its research farm at Hillsborough

The Agri-Food and Biosciences Institute (AFBI) welcomed a number of DUP representatives to its research farm at Hillsborough on Friday.

7 Apr

A simple way to get more value from metrics

We spent one day 1 building a system that immediately found a mid 7 figure optimization (which ended up shipping). In the first year, we shipped mid 8 figures per year worth of cost savings as a result. The key feature this system introduces is the ability to query metrics data across all hosts and all services and over any period of time (since inception), so we've called it LongTermMetrics (LTM) internally since I like boring, descriptive, names. This got started when I was looking for a starter project that would both help me understand the Twitter infra stack and also have some easily quantifiable value. Andy Wilcox suggested looking at JVM survivor space utilization for some large services. If you're not familiar with what survivor space is, you can think of it as a configurable, fixed-size buffer, in the JVM (at least if you use the GC algorithm that's default at Twitter). At the time, if you looked at a random large services, you'd usually find that either: The buffer was too small, resulting in poor performance, sometimes catastrophically poor when under high load. The buffer was too large, resulting in wasted memory, i.e., wasted money. But instead of looking at random services, there's no fundamental reason that we shouldn't be able to query all services and get a list of which services have room for improvement in their configuration, sorted by performance degradation or cost savings. And if we write that query for JVM survivor space, this also

7 Apr

Accelerating Mathematical and Scientific Discovery with Gemini Deep Think

Research papers point to the growing impact of Deep Think across fields

7 Apr

Gemini 3 Deep Think: Advancing science, research and engineering

Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.

7 Apr

Context Engineering for Coding Agents

The number of options we have to configure and enrich a coding agent’s context has exploded over the past few months. Claude Code is leading the charge with innovations in this space, but other coding assistants are quickly following suit. Powerful context engineering is becoming a huge part of the developer experience of these tools. Birgitta Böckeler explains the current state of context configuration features, using Claude Code as an example. more…

7 Apr

What does less protein and nitrogen mean for methane?

Does feeding less protein to cows over a longer period not only reduce nitrogen losses, but also affect methane emissions? Researchers at Wageningen University & Research (WUR) investigated this in a multi-year study with dairy cows, funded by the Vereniging Diervoederonderzoek Nederland (VDN), the Dutch Ministry of Agriculture, Fisheries, Food Security and Nature (LVVN), and […] The post What does less protein and nitrogen mean for methane? appeared first on Agriland.ie .

7 Apr

Second’s Bark Boasts New era of Bitcoin Payments, drawing in former Blockstream developers

Bitcoin Magazine Second’s Bark Boasts New era of Bitcoin Payments, drawing in former Blockstream developers Second, the Bitcoin development lab founded by ex-Blockstream executives including CEO Steven Roose and CTO Erik De Smedt, has unveiled Bark — its custom Ark protocol implementation promising self-custodial payments that are faster and cheaper than Lightning channels. This post Second’s Bark Boasts New era of Bitcoin Payments, drawing in former Blockstream developers first appeared on Bitcoin Magazine and is written by Juan Galt .

7 Apr

'Morale boost': Nasa carries out Moon mission during tough year for science

HOUSTON — As the four Artemis astronauts approached a high point of their lunar mission -- getting slung around the far side of the Moon -- National Aeronautics and Space Administration (Nasa) staffers crowded into Houston's famed mission control room Monday for a team photo.

7 Apr