Span
Span (SPAN.IO, Inc.) develops intelligent residential electrical panels and adjacent energy hardware that provide circuit-level energy visibility, dynamic load management, and home electrification without costly utility upgrades. The company sells to homeowners, homebuilders, utilities, and (via its XFRA product) AI compute buyers.
- Company typePrivate
- Founded2018
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingHardware or Manufacturing
What Span does
SPAN.IO, Inc. ("Span"), founded in 2018 and headquartered in San Francisco, develops intelligent electrical panels and adjacent energy management hardware for U.S. residential and small commercial customers. The company's core product is the SPAN Panel — a smart replacement for the traditional residential electrical panel that provides whole-home, room, and circuit-level energy data and control. Key proprietary technologies include PowerUp dynamic load management, which allows homes to add major loads (EV chargers, heat pumps, batteries, induction cooking) without requiring costly utility service upgrades ($6,000–$40,000 conventional cost avoided); the SPAN Home App for circuit-level control and energy insights; SPAN Drive Level 2+ EV charging; SPAN Edge at-the-meter load management for utilities; and UL 1741 PCS certification and NEMA 3R rating as compliance/quality differentiators. In April 2026 the company launched XFRA, a distributed data center product that places NVIDIA RTX PRO 6000 Blackwell GPU-powered compute nodes in homes (each node ~$250K of compute hardware) coordinated through the XFRA Cloud platform, marketed as a 1/5-cost, 6x-faster alternative to traditional centralized data centers.
Span sells panels (~$3,500 retail) through a hybrid GTM combining direct-to-consumer via span.io, a certified installer network (electricians, HVAC, solar), homebuilder partnerships (PulteGroup as flagship), utility programs (PG&E PanelBoost via SPAN Edge), and an emerging managed services revenue stream from XFRA where homeowners are paid ~$150/month to host compute nodes and SPAN sells the resulting capacity to AI/cloud buyers. The company has raised ~$231M+ in equity to date, including a $96M Series B2 (March 2024), an in-progress ~$176M Series C at a $1B pre-money valuation (Feb 2026), and a $75M strategic corporate investment from Eaton (March 2026), and has deployed panels across all 50 U.S. states and Puerto Rico via Jabil manufacturing. Strategic priorities articulated by the company include electrifying 10 million U.S. homes by 2030 and scaling XFRA to 80,000 nodes / 1+ GW of distributed AI compute capacity by 2027.
Customer concentration is spread across residential homeowners (long-tail), large homebuilders (PulteGroup), utilities (PG&E, Sunrun VPP), distribution partners (Eaton, Jabil), and AI/compute buyers (NVIDIA). Revenue derives predominantly from hardware unit sales today, with software/managed services as a growing recurring layer tied to PanelBoost, XFRA, and the SPAN Home App ecosystem. The business has materially pivoted toward grid-edge services and distributed AI compute infrastructure in 2026, expanding the addressable market beyond traditional residential electrification into AI infrastructure capacity.
Span firmographics
Firmographics- Name
- Span
- Legal name
- SPAN.IO, Inc.
- Website
- https://span.io
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Span (SPAN.IO, Inc.) develops intelligent residential electrical panels and adjacent energy hardware that provide circuit-level energy visibility, dynamic load management, and home electrification without costly utility upgrades. The company sells to homeowners, homebuilders, utilities, and (via its XFRA product) AI compute buyers.
- Ownership category
- akta.pro rank
Span industry classification
Industry- Product category
- Smart Home Energy Infrastructure
- NAICS
- Switchgear and Switchboard Apparatus Manufacturing (335313)
- SIC
- Switchgear & Switchboard Apparatus (3613)
- akta.pro primary industry
- Smart Electrical Panel, Energy Monitoring & Load Management (HSAOANAE)
- akta.pro secondary industries
- Home Energy & EV Charging (HEMS, Smart Meters, Batteries, Chargers) (HSAPAQAF), EV Charging Grid Integration Services (Utility Make-Ready, Load Management Integration) (EUAEANAJ), Residential / Behind-the-Meter Storage Installation & Integration (EUAEAEAC), Utility & Grid Services Integration for EV Flexibility (DR/DERMS/SCADA Interfaces) (EUAFAMAF)
Keywords
Where Span is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Span business model
Business model- GTM type
- B2B and B2C
- Offering type
- Hardware or Manufacturing
- Cost components
- Supply Chain, Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Smart Electrical Panel Sales: SPAN sells its smart electrical panels (retailing at approximately $3,500) along with installation services through its network of certified installers. The panels come in multiple models (MLO 48, MLO 24, MAIN 40, MAIN 32, MAIN 16) targeting different home sizes and use cases.
- SPAN Drive (EV Charging): Sale of Level 2+ EV charging hardware integrated with the SPAN Panel ecosystem.
- SPAN Edge Device Sales: Sale of SPAN Edge at-the-meter grid technology devices deployed through utility programs like PG&E's PanelBoost, where installation costs $500-$2,000 compared to $6,000-$40,000 for conventional upgrades.
- Software/Platform Services: The SPAN Home App and SPAN Installer App provide software services bundled with panel ownership. Revenue also derives from software-driven services for utilities including load management, virtual power plant coordination, and grid-edge compute management through the XFRA Cloud platform.
- XFRA Distributed Compute (Emerging): Homeowners pay approximately $150/month to host XFRA nodes; SPAN covers their electricity and internet bills and sells the compute to AI companies, cloud gaming providers, and hyperscalers. SPAN claims 8,000 XFRA units can be deployed at one-fifth the cost of a comparable 100-megawatt centralized data center.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | One time/ perpetual license | SPAN Panel — base smart panel for residential homes |
| Unit Pricing | One time/ perpetual license | SPAN Edge — at-the-meter load management device |
| Subscription | Monthly | XFRA Node — distributed AI compute unit (homeowner hosting) |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels8 records
Span product offering
Product offeringCore offering
Span develops intelligent electrical panels and grid-edge hardware that replace traditional residential panels to deliver whole-home, circuit-level energy visibility and dynamic load management. Its product family includes the SPAN Panel (multiple capacity variants), SPAN Drive Level 2+ EV charger, SPAN Home App, and SPAN Edge at-the-meter device. The company has also launched XFRA, a distributed data center solution that deploys NVIDIA GPU-based compute nodes in homes for AI workloads.
Product overview
Span offers a comprehensive home energy management platform anchored by its smart electrical panel technology. The core product is the SPAN Panel family (available in MLO and MAIN variants ranging from 16-48 amp capacity), which replaces traditional electrical panels with intelligent controls providing whole-home energy visibility, circuit-level data, and dynamic power management. The platform extends through complementary products including SPAN Drive (Level 2+ EV charging), the SPAN Home App (mobile control and analytics), SPAN Edge (at-the-meter load management), and SPAN Remote Meter (remote energy monitoring). The recently launched XFRA product line enables residential distributed AI compute infrastructure using Nvidia GPUs, coordinated through the XFRA Cloud platform. All products integrate with battery systems (Tesla, FranklinWH) and support home electrification through PowerUp technology that avoids costly utility upgrades.
Differentiator
Problem solved
Functional benefit
Brands
- XFRA: Distributed data center solution that deploys compute nodes in residential and small commercial spaces to power AI compute workloads, leveraging existing grid capacity through SPAN's smart electrical panel technology.
- PanelBoost
Products and services
- SPAN Panel Smart electrical panel that replaces the 100-year-old traditional electrical panel with intelligent controls, providing whole-home, room, and appliance-level energy data and circuit-level control. Available in MLO 48, MLO 24, MAIN 40, MAIN 32, and MAIN 16 capacity variants for different home sizes and use cases. UL 1741 PCS certified and NEMA 3R rated. Retails at approximately $3,500 plus installation.
- SPAN Drive Level 2+ EV charging solution integrated with the SPAN Panel ecosystem, providing intelligent power management and 2x faster charging for electric vehicles.
- SPAN Home App All-in-one mobile application included with every SPAN Panel, providing real-time 360-degree view of home energy performance, circuit-level control, and energy-saving insights that learn over time. Available on iOS and Android.
- SPAN Edge At-the-meter grid technology device enabling real-time load management using Dynamic Service Rating, allowing homes to add electric appliances or EV charging without costly electrical panel upgrades. Installation costs $500-$2,000 compared to $6,000-$40,000 for conventional service upgrades. Deployed through PG&E's PanelBoost program.
- XFRA Distributed data center solution that deploys AI compute nodes in residential and small commercial spaces using NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and AMD EPYC processors with liquid cooling, coordinated through the XFRA Cloud platform. Each node contains approximately $250,000 in computing hardware. SPAN claims 8,000 XFRA units can be deployed at one-fifth the cost of a comparable 100-megawatt centralized data center.
- XFRA Cloud Cloud platform that coordinates the distributed XFRA compute nodes, managing workloads for AI inference, cloud gaming, and content streaming. SPAN sells compute capacity from this platform to AI companies, cloud gaming providers, and hyperscalers while paying homeowners approximately $150/month to host nodes and covering their electricity and internet bills.
Quantifiable outcome
- 40% longer battery life during power outages
- +6 more outcomes
Companies that use Span
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles5 records
Span technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability4 records
Feature7 records
Span partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered flagship, core and minor.
- PulteGroupflagshipPulteGroup (third-largest U.S. homebuilder) partnered with SPAN to assist with the XFRA product rollout, piloting the deployment of XFRA nodes in approximately 100 newly constructed homes initially. The partnership aims to scale to tens of thousands of homes by integrating SPAN's smart panels and NVIDIA GPU compute nodes into new construction.
- NVIDIAflagshipNVIDIA is the initial launch partner for SPAN's XFRA distributed data center solution. NVIDIA supplies RTX PRO 6000 Blackwell Server Edition GPUs for the XFRA nodes deployed in residential and small commercial properties. The partnership aims to address AI power infrastructure constraints through distributed compute at the grid edge.
- Utilize Coalition (Google, Tesla, Carrier, Renew Home, Sparkfund, Verrus)coreSPAN joined the Utilize coalition alongside Google, Tesla, Carrier, Renew Home, Sparkfund, and Verrus to advocate for improving U.S. grid utilization efficiency. The coalition argues the U.S. grid operates at just 53% capacity on average and proposes battery storage, demand response, and distributed energy resources to save consumers over $100 billion over a decade.
- EatonflagshipEaton invested $75 million in SPAN and formed a strategic partnership to co-develop and distribute smart electrical panel products. The collaboration integrates SPAN's smart panel technology with Eaton's distribution network and circuit protection offerings. Joint solutions combining both companies' technologies are expected to be available in Q2 2026, targeting affordable home electrification at scale through Eaton's installer and homebuilder networks.
- JabilcoreSPAN partnered with Jabil, a global engineering and manufacturing solutions provider, to scale production and distribution of SPAN's intelligent electrical panels. Jabil leverages its global supply chain network spanning over 100 manufacturing sites across more than 25 countries to support SPAN's expansion as demand for smart home energy infrastructure grows.
- Pacific Gas and Electric (PG&E)corePG&E partnered with SPAN to deploy SPAN Edge devices through its new PanelBoost program, enabling customers to add electric appliances and EVs without costly service upgrades. The at-the-meter solution costs $500-$2,000 vs $6,000-$40,000 for conventional upgrades, initially scaling to thousands of customers in summer 2026.
- TRC Companies / NYSERDAminorTRC Companies was awarded funding under New York State's NextGen Buildings Innovation Challenge to demonstrate smart panel retrofits and load-management technologies across 100 homes in upstate New York in collaboration with SPAN, targeting the ≤100-amp residential segment for equitable decarbonization.
Scale indicators13 records
Recent moves6 records
Expansion highlights7 records
Span competitors and assessment
Company assessmentDirect peers
- Lumin: Lumin is the closest direct peer: a residential smart electrical panel with circuit-level control and energy management, sold to homeowners and installers as a modernized upgrade to the traditional breaker panel — directly competitive with SPAN Panel on product, customer, and channel.
- Lunar Energy: Lunar Energy builds a whole-home energy system combining batteries, an inverter, and a smart electrical panel to enable electrification and resilience, overlapping directly with SPAN Panel, PowerUp load management, and battery integration.
Broad incumbents
- Schneider Electric: Schneider Electric, through Square D and Wiser Energy, sells smart electrical panels and home energy management software at scale and is a broad incumbent incumbent pursuing adjacent load-management functionality that competes for the same electrification-driven upgrades SPAN targets.
- Leviton: Leviton is a major U.S. electrical wiring device manufacturer that has expanded into smart load centers and connected home energy monitoring, making it a broad incumbent overlapping with SPAN Panel in residential and builder channels.
- Enphase Energy: Enphase's IQ Combiner, IQ Energy Router, and Ensemble home energy management extend solar inverter capability into circuit-level monitoring and battery integration, broadly competing with SPAN's energy management/electrification play.
- Generac: Generac, via PWRcell and ecobee, sells home backup power and energy management systems including load management modules that overlap with SPAN Panel's backup and PowerUp load-balancing functionality, especially in installer/homebuilder channels.
- Tesla Energy (Powerwall / Wall Connector): Tesla's Powerwall, Wall Connector, and Tesla App form an integrated residential energy ecosystem with battery, EV charging, and energy monitoring — a broad incumbent alternative that SPAN explicitly integrates and competes against for the electrification buyer.
Emerging players
- FranklinWH: FranklinWH produces a residential battery system and energy management appliance that integrates with SPAN today; it is an emerging player that overlaps in home battery/energy management and could evolve into a more direct panel/load-management competitor.
- Wallbox: Wallbox makes Level 2 EV chargers (Pulsar Plus, Quasar) with energy management features that increasingly coordinate with home electrical loads, overlapping with SPAN Drive and SPAN's residential electrification value proposition.
- Sunrun: Sunrun operates a residential solar, battery, and virtual power plant business, including the PG&E VPP pilot in which SPAN participates. It is an adjacent emerging player on the same grid-edge aggregation / electrification stack where SPAN Panel is positioned as control infrastructure.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Span social profiles
Digital presenceSpan compliance and trust
Trust signalCompliance2 records
Span financial estimates
Financial estimateRevenue estimate
Valuation estimate
Span leadership team
Management profileNumber of profiles
Profiles5 records
Span funding detail
Funding detailFunding overview
Funding rounds9 records
Investors27 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Span M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Span
What does Span do?
Span develops intelligent electrical panels and grid-edge hardware that replace traditional residential panels to deliver whole-home, circuit-level energy visibility and dynamic load management. Its product family includes the SPAN Panel (multiple capacity variants), SPAN Drive Level 2+ EV charger, SPAN Home App, and SPAN Edge at-the-meter device. The company has also launched XFRA, a distributed data center solution that deploys NVIDIA GPU-based compute nodes in homes for AI workloads.
Is Span a public or private company?
Span is a private company. It is classified as venture growth investor backed and is currently operating.
When was Span founded?
Span was founded in 2018. It employs 101 to 250 people.
Where is Span based?
Span is headquartered in San Francisco, United States, in the North America region.
How does Span make money?
Five revenue lines are on record. Smart Electrical Panel Sales are the primary driver. The others are SPAN Drive (EV Charging), SPAN Edge Device Sales, software/Platform Services and XFRA Distributed Compute (Emerging).
Who are Span's main competitors?
Direct peers on record are Lumin and Lunar Energy. Broad incumbents are Schneider Electric, Leviton, Enphase Energy, Generac and Tesla Energy (Powerwall / Wall Connector). Emerging players are FranklinWH, Wallbox and Sunrun.
Does Span have an API?
No public API is recorded for Span.
What industry is Span in?
Span's product category is Smart Home Energy Infrastructure. Its primary akta.pro industry code is HSAOANAE, Smart Electrical Panel, Energy Monitoring & Load Management, with a secondary code of HSAPAQAF, Home Energy & EV Charging (HEMS, Smart Meters, Batteries, Chargers). Its NAICS code is 335313 and its SIC code is 3613.