Bloom Energy Corporation, a leader in power solutions, has released a mid-year update to its 2025 Data Center Power Report, highlighting significant trends within the data center industry. The report indicates a growing preference for onsite power generation as a primary energy source, driven by the increasing demands of AI and the limitations of existing grid infrastructure. As noted by Aman Joshi, Bloom Energy's Chief Commercial Officer, the timely availability of electricity has become a critical factor in data center site selection, with projects requiring immediate access to energy to remain viable. The report reveals that data center developers are likely underestimating the time required to connect to grid power, with utility providers indicating delays of up to two years in key U.S. markets. This discrepancy underscores the importance of onsite power solutions, which offer rapid deployment, low emissions, and the capacity to manage fluctuating AI workloads while maintaining reliability and cost-effectiveness. A key finding from the report is that by 2030, onsite generation is expected to fully power 27% of data center facilities, emphasizing a shift away from traditional power sources. The insights provided offer a critical perspective on the evolving landscape of power access in the data center industry, particularly as it relates to the burgeoning AI sector.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.