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Dylan Patel — sniff.trade

Dylan Patel

1 episodes · 3 trades · 1 speakers

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@dylan522p

1mo

US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?

IDEAS · 3

BELONGBloom Energy's fuel cells are the fastest BTM power tech for datacenters; a grid that goes negative-headroom by 2027 sends 50GW+/yr of demand straight to Bloom's door$206.15-17.40%›GEV

GEVLONGGE Vernova gas turbines are sold out through 2030 as datacenter BTM demand explodes; scarcity of its machines raises both price and backlog for years$973.51-5.90%›BKR

BKRLONGBaker Hughes wins BTM datacenter gas equipment orders as 50GW+/yr TAM emerges and hyperscalers bypass the grid with onsite gas generation at massive scale$61.62+6.49%›