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Mary Powell

Chief Executive Officer & Director, Sunrun

Search every verified Mary Powell interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Mary Powell, Chief Executive Officer and Director of Sunrun, discussed the company's second-quarter fiscal 2026 earnings in an August 2026 call. She stated that Sunrun has over 4.6 gigawatt hours of storage capacity installed and described the company as the largest residential independent power producer. Powell said that "speed to power is critical" and that Sunrun is well positioned in a market that is structurally short power, where speed to power is a bottleneck. During the call, she also discussed the company's exploration of distributed compute, noting that Sunrun has a large number of customers who generate and store their own power, and that allocating that power to GPUs in homes offers attractive returns. In an April 2025 interview on Fox Business, Powell discussed a partnership with Tesla and Renew Home to build a 16-gigawatt virtual power plant aimed at supplying electricity to data centers. She said Sunrun has worked with Tesla for years on home storage and described Tesla as focused on accelerating the energy transition. Powell noted that utilities are spending billions on infrastructure and that power demand is projected to rise 40%, adding that it is difficult to see how that infrastructure could be built in less than half a decade to a decade. She said the partnership could help bring electrons to the grid quickly, particularly for data centers, and that it provides Americans with independence, control, and financial stability while allowing them to earn revenue from the technologies.

Recent appearances

Notable quotes

“THE UTILITIES ARE SPENDING BILLIONS OF DOLLARS IN INFRASTRUCTURE. POWER DEMAND IS SUPPOSED TO GO UP 40%. 40%. SO THERE'S A MASSIVE AMOUNT THAT NEEDS TO GET BUILT AND IT'S REALLY HARD TO SEE HOW THAT COULD POSSIBLY GET BUILT IN ANYTHING LESS THAN HALF A DECADE TO A DECADE.”

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