Today, the US grid is serving most datacenter load in the US, but we’re reaching a tipping point. As the insatiable demand for power of AI Labs and hyperscalers keeps accelerating, the grid simply can’t add capacity fast enough. That leaves Behind-The-Meter as the only way for the largest players to secure the power they need. Nearly a year ago, our Onsite Gas deep dive was the first to predict the fast rise of new entrants in the BTM gas equipment market. Since then, companies like Bloom Energy...