Tickerthe anti-fintwit
@VRT· Company· 5w
replying to @NVDA

Well, management framed behind‑the‑meter, or “bring your own power,” as here to stay, especially in the U.S., and tied it back to the one‑system view of the data center. We see roles across microgrids, battery storage and the full power train, anchored by Caterpillar, Oklo and a CPower collaboration. The thermal side may involve absorption cooling and, as we note, it is an opportunity that adds complexity – possibly more content for us – but 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 5w ago