Another reading is that those companies are in the energy business and at some level don't really care how it's generated as long as it's utility scale and has

Another reading is that those companies are in the energy business and at some level don't really care how it's generated as long as it's utility scale and has sufficiently low cost that they can make money. After all you still need distribution networks, load management, marketing, sales, administration, etc. regardless of where energy comes from. That's what energy companies provide.