Companies in Behind-the-Meter & On-Site Power
5 active companies tracked.
L1
Bloom Energy
Solid-oxide fuel-cell power systems. AI-datacenter angle: on-site behind-the-meter generation that bypasses 5-7yr grid interconnect queues. Named in 2025-2026 hyperscaler PPA announcements.
L1
Caterpillar
On-site power generation — gas/diesel gensets, prime + backup power for datacenters.
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Cummins
Power generation — gensets, gas engines, prime/backup power for datacenters.
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Generac
Backup power systems. Datacenter segment for diesel + natural-gas standby generators. AI-cluster MW-class backup at 99.999% availability requirements is a growth tailwind.
L1
Schneider Electric
Global energy + automation player. APC by Schneider is the legacy datacenter UPS brand; EcoStruxure is the modern stack. Direct competitor to Vertiv across the rack-to-utility power chain.