ESSAY
·Grid-to-Chip
Hall-level BESS: a distinct asset class in AI data-hall power
Hall BESS as a distinct asset class. Wholesale grid-services asset deployed inside 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.