Bloom Energy report says data center growth constrained by power access, 61% of developers plan to bring own supply

BLOOM ENERGY CORP

BLOOM ENERGY CORP

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  • Bloom Energy’s mid-year Data Center Power Report flagged power availability as the main constraint on AI data center expansion through 2030.
  • 61% of developers plan to supply onsite generation if the grid cannot meet demand.
  • Community opposition emerged as a rising execution risk, tied to power prices, water use, grid reliability.
  • Tracking as of May 2026 showed 18 state bills, 86 local moratorium proposals linked to data center development.
  • Nearly one-third of onsite-powered sites are expected to add carbon capture by 2030, signaling tighter emissions expectations.


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