behind-the-meter power

Article · related

Vertiv Turns Microgrids Into an AI-Data-Center Time-to-Power Stack

Vertiv agreed to acquire UtilityInnovation Group for about $1.45 billion in cash at closing, with up to $1.15 billion more tied to EBITDA targets over 12- and 24-month periods. The deal adds microgrid controls, onsite generation and storage orchestration, microgrid switchgear and behind-the-meter design to Vertiv’s AI data-center infrastructure stack. The system signal is that time to power is becoming a strategic control point in the AI industrial buildout, not just a utility-procurement issue.

Published Sep 2, 2026 Article · related

Amazon Turns AI Compute Into a Private Gas-Grid Emissions Test

Amazon has confirmed that its planned Pecos County, Texas data center will use new on-site generation, while reporting and project documents point to a 7.65 GW gas-fired power platform with major permitted emissions. The larger signal is that hyperscalers are moving beyond power-purchase agreements into vertically integrated energy, permitting and behind-the-meter generation. That may accelerate AI compute deployment, but it also creates a parallel industrial power system with unresolved emissions, accountability and public-cost questions.

Published Aug 10, 2026 Article · related

AI Data Centers Move the Power Plant Behind the Fence

Reuters reported that at least 57 off-grid U.S. power plants are proposed or under construction to serve individual data centers, totaling about 73,000 MW. Cleanview, The Washington Post and industry reporting show the same direction of travel: AI data-center developers are increasingly using behind-the-meter power to bypass grid queues. The result is a new fight over siting, emissions, reliability, public notice and who controls the next layer of AI infrastructure.

Published Jun 17, 2026