Ideally, the revenue from the new customer would be enough to cover the upgrades, so long as the new customer makes an up-front committment (from which loans can be written) that makes their risk (of having to pay for the upgrades even if they shut down much sooner than expected) about equal to if they build out their own off-grid system. And then they could sell to existing customers for slightly less than before, due to scale and an overall reduction of peak-to-baseline ratio.

But I guess this isn't how the world works.