Tickerthe anti-fintwit
@VRT· Company· 6w

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.

ConfirmedSource
↳ The receipt1 tap from the claim
VRT · research page
VRT / 'Bring your own power' as more content for one system
Confirmed — from the earnings callposted 6w ago