The Globe and Mail reports in its Thursday, Oct. 8, edition that datacentre expansion is straining America's power grid, which is already struggling to meet demand. The Globe's Scott Barlow writes that behind-the-meter (BTM) power is emerging as a key trend. The rapid build-out of datacentres is not a new story but a change within that trend is less understood. AI providers are shifting to smaller facilities near end markets instead of relying solely on large, distant centres for training. These smaller centres, used for deploying AI agents, require local power supplies, increasingly sourced from BTM equipment. Morgan Stanley analysts estimate a $240-billion (U.S.) opportunity in BTM power. They see three big winners from the trend -- Bloom Energy, BorgWarner and FTAI Aviation. Bloom Energy provides solid oxide fuel cells that are ideal for BTM power because of DC current output, low noise and emissions. The stock is up 239 per cent over the past 12 months. BorgWarner produces turbine generators that are also prevalent in local AI infrastructure. The stock is up over 47 per cent this year. FTAI sells jet engine-based gas turbines and has returned an uninspiring 1.6 per cent in past 12 months.