Behind-the-Meter (BTM) power can reduce interconnection wait times from 5 years to 18 months. While Capex is 3-5x higher than grid connection, the ROI is driven by 'Speed to Market' and the avoidance of demand charges and transmission fees. SMRs and Hydrogen fuel cells are the primary options for 24/7 firm BTM power.
Zero-emission firm power. Deployable in 12-18 months. Higher OpEx but eliminates grid dependency.
Small Modular Reactors offer 24/7 carbon-free base load. High CapEx but unbeatable long-term LCOE.
Battery Energy Storage Systems + Solar. Best for peak shaving and curtailment arbitrage.
Yes, but it requires 3-redundant systems (e.g., Solar + Battery + Natural Gas/Hydrogen backup) to achieve the 99.999% uptime required for enterprise AI.
If BTM allows you to launch 100MW of H100s two years earlier than a grid connection, the incremental revenue can be $500M+, easily covering the higher BTM CapEx.
Most SMR projects are in the permitting/prototype phase with 2028-2030 target dates. However, initial site prep and behind-the-meter planning must start now.
Compare hydrogen and small modular reactor power economics
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