# Market Thesis Research Bundle

Question: Given the data-center power crunch, will AI/cloud operators increasingly choose on-site gas generation or battery-backed microgrids for new builds instead of waiting on grid interconnection?

What this bundle is: a reasoning and monitoring scaffold. It organizes public evidence into observations, claims, uncertainty branches, thresholds, and a watch plan.

What this bundle is not: primary evidence, live market data, trade advice, or a substitute for official, live, or current web sources.

Core tension: Given the data-center power crunch, will AI/cloud operators increasingly choose on-site gas generation or battery-backed microgrids for new builds instead of waiting on grid interconnection?

Current inference to verify: {'stance': 'leans_yes', 'confidence': 0.74, 'time_horizon': '2026-2028', 'statement': 'The current evidence supports a growing tendency for AI/cloud operators and data-center developers to use on-site gas generation, fuel cells, or battery-backed microgrids for new builds when grid interconnection would otherwise delay commissioning. The clearest pattern is not abandonment of the grid, but more frequent bypassing, bridging, or redesigning around it when schedule risk is high.'} Treat this as a hypothesis that must be refreshed against live official sources, not as a signal.

How to use: read `source_priority.json` first, refresh sources in `live_verification_plan.json`, then use `fact_inference_split.json`, `thresholds.json`, and `watch_schedule.json` to decide what changed. Do not infer buy/sell/hold, position sizing, execution, or asset-price direction from this artifact.