For over a century, the utility grid has stood as one of the greatest engineering

achievements in human history—a vast, interconnected network delivering power to

nearly every corner of society. But as electrification and digitalization surge ahead,

we’re entering a new phase—one where the opportunity isn’t just to expand the grid,

but to transform how we think about building capacity.

The next terawatt of grid capacity will not come solely from centralized infrastructure.

It will come from distributed, intelligent, and modular systems located at the edge —

where demand is highest, and where the opportunity is greatest.

A Terawatt of Demand—Faster Than Ever Before

From AI datacenters requesting gigawatts of capacity to the electrification of fleets,

factories, and buildings, the pace and scale of new demand are unprecedented.

Utilities are stepping up—but timelines for major infrastructure projects are often

measured in years, sometimes even decades.

Meanwhile, developers, operators, and communities are looking to energize sites

quickly. The opportunity lies in complementing existing utility infrastructure with

modular, distributed capacity that can be deployed rapidly and scaled

dynamically.

This isn’t about replacing the grid—it’s about unlocking new ways to deliver value

alongside it.

Distributed Energy at the Edge: Capacity Where It Counts

The power grid of the future will not be defined solely by central plants and

transmission lines—it will be increasingly defined by what happens at the edge.

By co-locating generation, storage, and advanced power control technologies like

solid-state transformers closer to load centers, we can:

Alleviate upstream transmission constraints

Accelerate time-to-power for new loads

Provide site-level flexibility to balance energy needs in real time

Edge-based capacity reduces pressure on the backbone of the grid while creating

faster pathways to energize the projects driving economic growth.