Grid-to-Chip
Hall-level BESS: the distinct P4.2c asset class in AI data-hall power
Hall BESS as distinct P4.2c asset. Wholesale grid-services asset that happens to sit in a data hall. Revenue stack across cost avoidance, ancillary services, capacity, demand response. Vendor set: Tesla Megapack, Fluence, Powin, Sungrow, Wärtsilä. Contract structure is the killer question.