Well, clearly behind-the-meter — "bring your own power" — is here to stay, especially in the U.S., tied to our one-system view. We play across microgrids, battery storage, the full power train, grid or on-site, anchored by Caterpillar and Oklo, CPower turning on-site assets into grid resources. Thermal side extends — absorption cooling comes into play. More detail at May Investor Day. The hedge: opportunity because it makes the system more complex, possibly more content for us, not a quantified revenue line today. Pleased, but certainly never satisfied.
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