# Renewables & long-duration storage hardware

Part ID: 8.08 · Layer 8 (Power generation & energy supply)

Solar, wind, geothermal, and hydro generation hardware, plus long-duration energy storage, contracted or co-located to supply data-center power.

This category covers the hardware behind renewable and long-duration storage generation — solar panels and inverters, wind turbines, geothermal drilling and plant equipment, hydro equipment, and long-duration storage systems — as distinct from the utilities and IPPs (Layer 8.07) that contract for their output. Renewables typically supply data centers either through power purchase agreements with grid-scale projects or, less commonly, through co-located generation, and they sit alongside gas, nuclear, and fusion (Layers 8.01–8.06) as one option in an operator's generation mix, usually paired with firm capacity to cover intermittency. Solar and wind hardware is comparatively commoditized and globally traded, with pricing set largely by global supply-demand rather than AI-specific dynamics, while long-duration storage and next-generation geothermal remain earlier-stage and less price-competitive. An investor should separate the commoditized, scaled segments (solar panels, wind turbines) from the earlier-stage ones (enhanced geothermal, long-duration storage) where a smaller set of developers is racing to prove out technology and cost curves specifically to serve firm, round-the-clock data-center load.

## Companies

| Company | Role | Confidence | Ownership | Ticker | Note |
|---|---|---|---|---|---|

Confidence tags: disclosed = company/filing statement; reported = trade press or partner list; inferred = taxonomy lead.