so we had some onsite generation moves from the lower end - residential solar, etc - and now we have it from the higher end - fossil fuel generation at datacenters. If that creates high efficiency generators then that may drive "onsite" further into the mid-segment. That may also affect the grid role nudging it from hierarchical delivery to network sharing/rebalancing, and may even lead to separate local grids (like 100+ years ago). That also would give fossil fuels new demand (and also would be a market for small/compact nuclear). Kind of disintegration wave.