According to the latest report from SemiAnalysis: Grid bottlenecks will be the main constraint on U.S. AI development over the next 5 years, and BTM (Behind-the-Meter generation) is the most viable short-term solution. Bloom Energy (fuel cells), INNIO / VoltaGrid, Wärtsilä, Bergen Engines, and other manufacturers are focusing on providing fast-deployment solutions like gas turbines, reciprocating engines, and fuel cells for BTM. The report predicts that 2026 will be the breakout year for BTM equipment orders. BE INIO Actually, the decentralized GPU solutions in the crypto industry might also be worth considering. U.S.-listed company AGPU is exploring this model in combination with the crypto sector's underlying infrastructure ATH—once GPUs are distributed, energy requirements are almost eliminated.