Altman Solon is the largest global telecommunications, media, and technology consulting firm. Associate Partner Doug Barnett explains why "behind-the-meter" solutions represent an attractive investment opportunity.
Associate Partner Doug Barnett highlights the pressing need for behind-the-meter (BTM) solutions in an era where the extreme power density requirements of generative AI and growth in the cloud have put stress on electrical grid networks. BTM solutions, which provide onsite or near-site power for data centers, are a bridge solution to address this growing pain point. The demand for BTM solutions is great and investors have an opportunity to fund an ecosystem that is in need of scaling up.