On November 13, 2026, ERock, a US-based on-site power generation equipment supplier, held its third-quarter earnings call. CEO John Carrington stated that the company initially anticipated a transition period of approximately three years for data center customers using on-site gas-fired power generation before grid connection. However, the transition period for an increasing number of projects is now extending to five to seven years, primarily due to the continued lengthening of grid connection time in some markets. The company stated that ongoing service revenue during the transition period is approximately three times that of the standby and dispatchable power phases; therefore, the extended grid connection waiting time is actually beneficial to its business model. ERock's third-quarter revenue reached $153 million, nearly quadrupling sequentially, and it achieved its first quarterly profit since going public. The company projects its annualized power generation capacity to reach 1.2GW by the end of 2026, further increasing to 2.1GW by 2028.
