数据中心-专家观点:主电源转向分布式发电或重塑竞争格局- Data Centers_ Expert_ Shift to distributed generation for prime power could shift competitive landscape
2025-12-22 14:29
ab Global Research 19 December 2025 Channel Checks: Data Centers Expert: Shift to distributed generation for prime power could shift competitive landscape Channel check: OEMs with diverse products (diesel and gas) are best positioned Alongside our energy team, we co-hosted an expert call on the distributed power generation outlook with a former executive at a large engine OEM. We discussed with the expert topics including capacity, competition, and the demand outlook. Our key takeaways: Read through: Mostly ...