24 September 2026
Tom Linebarger, Chairman and CEO, Mainspring
Tom Linebarger, Chairman and CEO, Mainspring
Speed to power is among the most pressing challenges facing the electricity sector today—an acute, near-term capacity shortfall faced by large industrial and corporate energy consumers that threatens hundreds of billions of dollars in lost revenue. In data centers alone, an AI cloud can generate revenue of $10-12 billion dollars per gigawatt annually. Getting a single 400 MW datacenter online even six months earlier is worth billions (SemiAnalysis). Well beyond AI data centers, the need for power is impacting business growth across industries on both sides of the power meter.
Unlocking onsite capacity today without compromising the future.
This scramble for power has given rise to both entirely expected and novel responses: everything from sold-out turbine inventories to the restart of shuttered nuclear power plants to the repurposing of jet engines for onsite power generation. But the focus on deployment speed is obscuring a critical reality: power systems are long-term assets, built to deliver value for decades.
The goal, then, isn’t just speed to power. It is speed to the right power. The distinction matters. It shapes a project's economics, its community support or opposition, and whether assets procured today still look like a good choice five, ten, or twenty years from now.
Ultimately, speed to the right power, particularly onsite capacity, is a strategy, not just a procurement decision. It simultaneously meets immediate energy needs while positioning for long-term operational resilience. It’s highly dependent on technology but also requires choosing the right power generation partner.
For example, impediments to speed today are as much about snarled supply chains and installation complexity as they are about technology. A supply chain that isn’t facing years of backlog and can begin flowing readily is a major advantage. Deploying a factory-assembled onsite solution that is ready to install as shipped is inherently faster than one that requires extensive onsite design and construction. A partner with flexible manufacturing capacity can more confidently meet delivery schedules than those with rigid production lines.
Of course, underlying a smart onsite capacity strategy is the power generation technology itself. Certain essential characteristics set apart the technologies that can deliver value through change for years to come, reducing investment risk and unlocking business potential and profit.
Large electricity users don’t want to become power companies. They need to solve an immediate, strategically urgent problem with grid-independent power today and maintain the option to connect to the grid when it becomes available. Even as onsite power systems proliferate, utilities are investing to expand grid capacity and ultimately connect large customers.
The right onsite power is inherently flexible to serve as both grid-independent and grid-connected, as needed, allowing customers to manage energy costs more effectively.
How? A fully dispatchable, fast-ramping onsite power system allows grid-connected customers to take advantage of the grid’s renewable energy sources when those are lower cost and also ship back their own excess energy to the grid.
The only thing simple about dispatchability is its definition: the ability of an energy source to be controlled, switched on and off, or ramped up and down to meet varying electricity demand. Many onsite power systems claim to be dispatchable, but some come with constraints on how fast they ramp and how often they can start and stop. Air permits also cap the total number of annual starts because of the elevated emissions of certain power systems during startup.
When a single 50 MW turbine fails unexpectedly or goes offline for maintenance, the remaining turbines have to cover the full load. That is why a reliance on large power generation units has historically resulted in significant overbuilding to ensure reliability. Modular onsite power systems turn that paradigm on its head. Because each unit represents only a small percentage of the overall capacity, its failure or maintenance downtime has a limited impact on overall system availability. The use of many smaller units rather than a few large ones can reduce the need for overbuilding to meet a given reliability target.
The deployment of factory-built, standardized units has other benefits. One is the reduction in custom, onsite engineering. Another is the ability to add capacity incrementally to match growing demand—right-sizing capital expenditures at the start—rather than overbuilding and waiting for the demand to arrive.
It is increasingly clear that a community’s acceptance of or opposition to proposed onsite power systems has an outsized role in accelerating, delaying, or completely derailing projects. An analysis by Heatmap found that about 40% of data center projects that attracted sustained community opposition ended up being cancelled.
The right power is power that can be sited and permitted easily and quickly because it is inherently low-emissions, runs quietly, and makes no demands on a community’s water. It earns a community’s support by prioritizing the community’s well-being and supporting the use of renewables to lower carbon and cost over time.
Fuel availability and price are fundamental risks that accompany any selection of a generation technology. Today’s choice of an onsite power system designed to run exclusively on natural gas assumes the fuel will be the preferred choice ten or twenty years in the future. Fuel flexibility is the ability of an onsite power system to run on multiple fuel types and transition between them. Its appeal is intuitive: price and supply volatility are of less concern when there are options. The right power is designed to adapt to changes in fuel availability and price without requiring new equipment.
The real risk to energy buyers isn’t moving slowly; it’s moving fast in the wrong direction in ways that become obvious for years to come. Dispatchability and grid readiness, modularity, community support, and fuel flexibility address both the near-term capacity challenge and the longer-term need for adaptable infrastructure.
This doesn’t happen by accident. It requires a partner built to move at the pace the market demands, with solutions designed to deliver value over the long term.
24 September 2026
Tom Linebarger, Chairman and CEO, Mainspring
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