DAVOS: Data Centers Cannot Rely on Existing Grids to Power AI, Bloom Energy CEO Says -- Market Talk

Dow Jones
01/23

0616 GMT - Bloom Energy CEO KR Sridhar says businesses cannot rely on existing electric grids to power AI. Speaking to the WSJ Leadership Institute at Davos, Sridhar argues that the world has gone from the mechanical age to the digital age. "Don't go to the mechanical age infrastructure and put all the bandaids," he warns, noting data center operators should seek to generate power on site. He expects AI proliferation to accelerate the adoption of clean energy. Energy standards aren't dependent on political cycles, but are driven by sheer economics. "The [energy] transition will ultimately happen because the market needs disruption," he adds. While roughly one-third of the company's current demand comes from data centers, Sridhar projects their needs to dominate Bloom's business in the coming years. (jason.chau@wsj.com)

 

(END) Dow Jones Newswires

January 23, 2026 01:16 ET (06:16 GMT)

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