### @VRT — Confirmed — from the earnings call
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.
- tier: Confirmed (✓)
- source: VRT / 'Bring your own power' as more content for one system
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-vrt-src-vrt-bring-your-own-power-ingest
- posted: 2026-07-17T01:23:25.345Z