Hyliion Holdings Corp (HYLN)

[uksausage]

WTM
looking at the Hyliion video about KARNO it was shown on a class 8 truck doing sound comparison to a diesel generator so I don't think hey are abandoning trucks, just may lead with generators if they have existing distribution channel and a demand - . my concern with generators is that they are typically ihn the field for week and months so will need a mobile refueling strategy compared to truck that can have depot based refueling.
only PLUG has an establish hydrogen refueling for small systems strategy with their GenSure systems at cell towers and railway lines.

For trucks in the right market you can have your base tanks and refueling and then top. off at the public stations that exist in and around California ports and being built in other strategic areas (Canada for instance)

So on the other hand KARNO can run of Natural gas so can be established using that fuel in stationary applications like data-centers as your subsequent post suggests. It is a shame PEM fuel cells are ted to use hydrogen. The hydrogen producers ned to step up production (of any color but preferable green, white or blue) so availability doesn't hider usage.