Data Center Microgrid + BESS (grid-parallel / islanded for hyperscale) — on-site power + storage

Data Center Microgrid + BESS (grid-parallel / islanded for hyperscale) — on-site power + storage

Companies committing: bloom-energy, generac, stack-infrastructure, schneider-electric.

Opportunity: Grid can't deliver fast enough — Stack DC's JD literally calls out 'large-load power capacity in constrained markets.' Bloom (fuel cell), Generac (BESS+genset), Schneider (MV switchgear) are the supply chain. Memphis Colossus's reported 150MW+ on-site gas turbines is the same pattern.

Quietly the most replicable bet — every new AI campus needs this stack, and the JDs (Staff/Senior level, not entry) show vendors and developers staffing the GTM side. Underlying constraint is utility interconnect speed, not equipment supply.