My money's on this-- the explosion of people in Africa and poorer Asian countries who have both the means and the need for cheap solar (plus batteries to go with it) will quickly far outstrip any entity's ability to keep pace by building out the grid. Large parts of western countries will soon follow.

I know I'd rather pay a reasonable up front cost to own my electrical generation capacity - which, as a bonus, can be set up almost anywhere in the world - and not have to pay a monthly fee for something I have no control over that's prone to outages at times when it's needed most.