Gridcare

The company's core business addresses a primary bottleneck for AI expansion: the multi-year delays data center developers face in securing power connections from utility grids. Gridcare's proprietary platform utilizes generative AI and grid physics modeling to analyze billions of data points, including grid network models, operational data, and regulatory filings, to identify underutilized or "invisible" capacity within the existing power infrastructure. This enables a "power-first" approach to site selection, shifting the paradigm from finding land and then seeking power, to identifying locations with immediate power availability first. By doing so, Gridcare drastically reduces the time-to-power for AI data centers from a typical 5-7 years down to as little as 6-12 months.

Gridcare serves two main client types: AI infrastructure developers, including hyperscalers and large data center operators, and utility companies. For developers, it acts as a one-stop power solution, accelerating their ability to deploy GPUs and CPUs. For utilities, such as partners Portland General Electric and Pacific Gas & Electric, the platform helps them maximize the use of their existing assets, generate new revenue from beneficial load growth, and potentially lower electricity costs for all customers. The company's revenue model is directly tied to its success, based on the megawatts of power capacity it unlocks for its clients, earned when a developer and utility enter into a contract.