Behind-the-Meter Datacenters Could Hit 40GW by 2028 as Grid Stalls

US grid interconnection queues and capacity shortfalls are pushing hyperscalers toward behind-the-meter power generation, with projections suggesting BTM could supply over 50% of new datacenter load annually by 2028. Bloom Energy, Bergen Engines, and Wärtsilä have already scaled gas equipment supply faster than expected, bypassing GE and Siemens turbine bottlenecks.