Test - Old Insight - Out of sync

Executive summary Out of sync The generator colocation model for AI data centers has greater technical risk than is widely understood Project-specific mitigation and residual technical risk limit colocation as a scalable speed-to-power strategy for the industry Key technical and operational requirements are still being worked out, making regulatory risk high. Late-stage decisions could abruptly render colocation unworkable. BESS capacity must scale with AI IT load, creating an enormous market opportunity but also exposure to BESS supply chains and costs.