Maius on X
3/X The $GNRC Generac / $AMZN AWS Trojan Horse: Tier-1 OEMs ($CAT, $CMI, MTU) are locked in 24 month+ lead-times. $GNRC stepped in with an $8B Amazon backup deal, but GNRC lacks large-bore diesel blocks and enclosure capacity. Who bridges the gap? The Weichai Ecosystem. PSIX monetizes the buildout whether AWS buys through Cat dealers or Generac.
