The AI Infrastructure Stack
Overview  /  Tier VI Energy  /  Layer 16: Power Generation
Sub-category 16.10

On-Site & Behind-the-Meter Power

Fuel cells, microgrids, gas-engine peakers placed directly at the data center to bypass grid wait times.

Players

Players: Bloom Energy (SOFC fuel cells) BE, Plug Power PLUG, Generac GNRC, Cummins (gas peakers) CMI, Caterpillar CAT, Rolls-Royce RR.L, Wartsila WRT1V.HE

Analysis coming soon — this page is scaffolding for deeper research into on-site & behind-the-meter power.