Public-Company Ecosystem
Think in layers. Each layer has multiple viable vendors so you're never captive to one.
Power Generation, Grid, and Market Access
These companies let you touch the grid intelligently, which is mandatory.
Grid & Market Operators
Companies:
Why they matter:
- •Grid interconnection
- •Power electronics
- •Substations
- •Curtailment management
- •Grid compliance
Energy Trading & Market Infrastructure
Companies:
Why they matter:
- •Power futures
- •Hedging instruments
- •Price discovery
- •Risk management
Battery & Power Electronics Suppliers
Batteries are useless without control systems.
Battery Manufacturers & Integrators
Companies:
Why they matter:
- •Grid-scale batteries
- •Degradation modeling
- •Safety certification
- •Warranty-backed systems
Power Electronics & Inverters
Companies:
Why they matter:
- •DC ↔ AC conversion
- •Load control
- •Grid services
- •Rapid switching for arbitrage
Compute & Hardware Infrastructure
This is where your 'cloud' actually lives.
Compute & Server Hardware
Companies:
Why they matter:
- •High-density servers
- •Custom rack design
- •Thermal optimization
- •Power-aware compute
Semiconductor & Equipment
Companies:
Why they matter:
- •Driving efficiency curves
- •Improving yields
- •Lowering cost per compute
- •Enabling next-gen chips
These don't directly sell to you at first. Their contribution is indirect: they define your long-term cost structure.
Bitcoin Mining & Flexible Load Providers
You don't want to build miners — you want interchangeable demand.
Mining Hardware
Companies:
Public Mining Operators (partners, not suppliers)
Companies:
Why they matter:
- •Proven load flexibility
- •Interruptible demand experience
- •Joint ventures / colocations
- •Revenue sharing models
Storage, Data, and Control Planes
This is where Pure Storage and GitLab fit, but there's more.
Storage & Data Platforms
Companies:
Why they matter:
- •Power-efficient storage
- •Cold data workloads
- •Write-heavy burst tolerance
DevOps & Control Systems
Companies:
Why they matter:
- •Infrastructure as code
- •Versioned energy strategies
- •Rollbacks
- •Auditability
Water, Cooling, and Environmental Systems
This is often overlooked — and becomes a moat.
Water & Cooling
Companies:
Why they matter:
- •Closed-loop cooling
- •Water recycling
- •Pump optimization
- •Regulatory compliance
In West Texas, water efficiency = survival.
Financial, Insurance, and Risk Transfer
You will not scale without this layer.
Insurance & Risk
Companies:
Why they matter:
- •Infrastructure insurance
- •Weather risk
- •Grid outage coverage
- •Equipment failure coverage