Business and Supply Chain Readiness

In addition to technical qualification, partners must demonstrate credible readiness to support AI-scale deployment timelines. This includes proven manufacturing throughput, realistic ramp capability, and supply chain resilience aligned with multi-hundred-MW to GW-scale deployments.

Demonstrated Manufacturing Throughput

Partners must disclose actual, historical production capability, not theoretical capacity.

Required Disclosures

• Annual PCS throughput delivered in the most recent 12-month period (MW/year)
• Largest single PCS or BESS deployment delivered to date (MW and delivery timeframe)
• Current factory locations supporting PCS production and final integration
• Current average and worst-case lead times for PCS delivery

Evidence Required

• Shipment records or customer references
• Factory acceptance test (FAT) throughput data
• Identification of binding constraints (labor, test infrastructure, power electronics, controls)

Scale Ramp Credibility (10× Within 24 Months)

Partners must present a credible, executable plan to scale PCS manufacturing throughput by an order of magnitude (10×) within 24 months.

Required Elements

• Baseline throughput (MW/year) and target throughput (MW/year)
• Time-phased ramp plan with quarterly milestones
• Critical path items: power semiconductor supply, control hardware, test infrastructure, labor
• Capital investments required (facilities, tooling, test equipment)
• Dependencies on single-source or constrained sub-suppliers

Supply Chain Resilience and Risk Disclosure

Required Disclosures

• Single-source components and mitigation plans
• Geographic concentration risks (manufacturing, sub-tiers)
• Long-lead components and committed capacity
• Inventory buffering strategy for critical components
• Exposure to export controls, trade restrictions, or geopolitical risk

Failure Mode Acknowledgment

Partners must explicitly identify scenarios in which scale targets cannot be met.

• Conditions under which throughput ramp would be delayed or capped
• Contingency plans and alternative sourcing strategies
• Clear articulation of commitments under accelerated demand scenarios

Industrial Standards and Regulatory Certificates

Partners must provide a list of industrial standards the system is designed to comply with (e.g., IEEE, IEC, GB), as well as test certificates (e.g., UL, CSA, CE, CCC) granted by countries or economic areas for installation and operation.