Hade: Hyperscaler 'bring your own capacity' deals will surge within 48 months
Tim Hade · The commercial battery comeback · Jul 30, 2026 · at 42:48
Tim Hade explains why hyperscalers facing grid bottlenecks in regions like PJM will drive rapid growth in virtual power plant capacity aggregation over the next 36 to 48 months.
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“Definitely over the next like 36 to 48 months. My guess is bring your own capacity, right, which is sort of the umbrella term for everything I'm talking about is going to be a very, very, very quickly growing sector of this market, because when hyperscalers think about where do I get net new capacity, especially in really constrained regions like PJM, There's not really anywhere to go in the short term, right? And the place to go is bring your own capacity.”
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