Data Centers Are Turning to Onsite Power Sources to Address 35 GW Energy Gap by 2030
Bloom Energy (NYSE: BE) released the '2025 Data Center Power Report' highlighting a significant energy gap in data center capacity. The report predicts 35 GW of new data center capacity will be announced within five years, equivalent to over 6x New York City's annual energy usage. The survey of ~100 data center leaders reveals that 55 GW of data center IT capacity is expected in the U.S. within five years, compared to today's 25 GW capacity.
Key findings show approximately 30% of sites are expected to use onsite power as primary energy source by 2030, more than double from seven months ago. This shift is driven by AI needs, time-to-power considerations, and the necessity to support fluctuating AI workloads. The report indicates data centers are increasingly adopting onsite power systems to address economic imperatives and reduce pressure on the aging power grid.
Bloom Energy (NYSE: BE) ha pubblicato il '2025 Data Center Power Report' evidenziando un significativo divario energetico nella capacità dei data center. Il rapporto prevede che 35 GW di nuova capacità dei data center saranno annunciati entro cinque anni, equivalente a oltre 6 volte il consumo energetico annuale della città di New York. Il sondaggio condotto tra circa 100 leader del settore dei data center rivela che 55 GW di capacità IT dei data center sono attesi negli Stati Uniti entro cinque anni, rispetto agli attuali 25 GW di capacità.
I risultati chiave mostrano che circa il 30% dei siti si prevede utilizzino energia onsite come fonte primaria entro il 2030, più del doppio rispetto a sette mesi fa. Questo cambiamento è guidato dalle esigenze dell'IA, dal tempo necessario per l'alimentazione e dalla necessità di supportare carichi di lavoro AI fluttuanti. Il rapporto indica che i data center stanno sempre più adottando sistemi di potenza onsite per affrontare le necessità economiche e ridurre la pressione sulla rete elettrica invecchiata.
Bloom Energy (NYSE: BE) publicó el '2025 Data Center Power Report' destacando una brecha energética significativa en la capacidad de los centros de datos. El informe predice que se anunciarán 35 GW de nueva capacidad de centros de datos en los próximos cinco años, lo que equivale a más de 6 veces el consumo energético anual de la ciudad de Nueva York. La encuesta realizada a aproximadamente 100 líderes de centros de datos revela que se espera que 55 GW de capacidad IT de centros de datos estén disponibles en EE. UU. en cinco años, en comparación con los 25 GW de capacidad actual.
Los hallazgos clave muestran que aproximadamente el 30% de los sitios se espera que utilicen energía en el lugar como la fuente de energía principal para 2030, más del doble que hace siete meses. Este cambio es impulsado por las necesidades de IA, las consideraciones de tiempo para la energía y la necesidad de apoyar las cargas de trabajo de IA fluctuantes. El informe indica que los centros de datos están adoptando cada vez más sistemas de energía en el lugar para abordar los imperativos económicos y reducir la presión sobre la red eléctrica envejecida.
블룸 에너지 (NYSE: BE)는 데이터 센터 용량에서 상당한 에너지 격차를 강조하는 '2025 데이터 센터 전력 보고서'를 발표했습니다. 이 보고서는 향후 5년 내에 35 GW의 새로운 데이터 센터 용량이 발표될 것으로 예측하며, 이는 뉴욕시의 연간 에너지 사용량의 6배가 넘는 수치입니다. 약 100명의 데이터 센터 리더를 대상으로 실시한 조사에 따르면, 향후 5년 내에 미국에서 55 GW의 데이터 센터 IT 용량이 예상되며, 이는 현재의 25 GW 용량과 비교됩니다.
주요 결과에 따르면 약 30%의 사이트는 2030년까지 현장 전력을 주요 에너지 원으로 사용할 것으로 예상됩니다, 이는 7개월 전의 수치에서 2배 이상 증가한 것입니다. 이 변화는 AI 요구, 전력 공급 시간 고려 사항 및 변동하는 AI 작업을 지원해야 하는 필요성에 의해 촉진되고 있습니다. 보고서는 데이터 센터가 경제적 필요성을 해결하고 노후화된 전력망의 압력을 줄이기 위해 점점 더 많은 현장 전력 시스템을 채택하고 있음을 나타냅니다.
Bloom Energy (NYSE: BE) a publié le '2025 Data Center Power Report,' soulignant un écart énergétique significatif dans la capacité des centres de données. Le rapport prévoit que 35 GW de nouvelle capacité pour les centres de données seront annoncés dans les cinq prochaines années, ce qui équivaut à plus de 6 fois la consommation énergétique annuelle de la ville de New York. L'enquête menée auprès d'environ 100 dirigeants de centres de données révèle que 55 GW de capacité IT pour les centres de données sont attendus aux États-Unis dans les cinq années à venir, par rapport à la capacité actuelle de 25 GW.
Les résultats clés montrent qu'environ 30% des sites devraient utiliser l'énergie sur site comme source d'énergie principale d'ici 2030, plus du double par rapport à il y a sept mois. Ce changement est alimenté par les besoins en IA, les considérations de temps de mise sous tension et la nécessité de soutenir les charges de travail fluctuantes en IA. Le rapport indique que les centres de données adoptent de plus en plus des systèmes de puissance sur site pour répondre aux impératifs économiques et réduire la pression sur le réseau électrique vieillissant.
Bloom Energy (NYSE: BE) hat den '2025 Data Center Power Report' veröffentlicht, der auf eine signifikante Energielücke in der Kapazität von Rechenzentren hinweist. Der Bericht prognostiziert, dass in den nächsten fünf Jahren 35 GW neuer Rechenzentrums-Kapazität angekündigt werden, was über 6-mal dem jährlichen Energieverbrauch von New York City entspricht. Die Umfrage unter etwa 100 Führungskräften von Rechenzentren zeigt, dass in den USA in den nächsten fünf Jahren mit 55 GW IT-Kapazität für Rechenzentren gerechnet wird, verglichen mit den heutigen 25 GW.
Wichtige Ergebnisse zeigen, dass etwa 30% der Standorte bis 2030 wahrscheinlich vor Ort erzeugte Energie als primäre Energiequelle nutzen werden, was mehr als das Doppelte von vor sieben Monaten ist. Dieser Wandel wird durch die Anforderungen der KI, die Überlegungen zur Stromversorgung und die Notwendigkeit angetrieben, schwankende KI-Workloads zu unterstützen. Der Bericht weist darauf hin, dass Rechenzentren zunehmend vor Ort erzeugte Energiesysteme übernehmen, um wirtschaftliche Imperative zu adressieren und den Druck auf das alternde Stromnetz zu verringern.
- Significant market expansion with 35 GW of new data center capacity expected
- Growing adoption of company's solutions with 30% of sites expected to use onsite power by 2030
- Strong market positioning in the rapidly growing AI-driven data center sector
- None.
Insights
The projected 35 GW capacity gap in data center power represents a massive market opportunity for Bloom Energy. With data centers expected to more than triple their IT capacity from 25 GW to 80 GW by 2030 and 30% potentially adopting onsite power solutions, this translates to a total addressable market of approximately 24 GW for companies like Bloom Energy.
The surge in AI workloads is fundamentally reshaping power infrastructure requirements. Hyperscalers and data center operators are shifting away from traditional grid dependency, creating an accelerated adoption curve for fuel cell technology. The report's findings of doubled onsite power adoption in just seven months signals a dramatic market inflection point.
From an investor perspective, Bloom Energy is strategically positioned to capture a significant share of this expanding market. Their fuel cell technology offers the reliability and scalability needed for AI workloads, while their established relationships with data center operators provide a competitive advantage. The company's ability to work collaboratively with utilities also addresses a critical success factor identified in the survey.
The projected 35 GW energy gap highlights a critical infrastructure challenge that extends beyond just data centers. Think of it as trying to power six New York Cities worth of energy demand through an already strained grid system. This creates an unprecedented opportunity for distributed energy resources, particularly fuel cells.
What's particularly noteworthy is the rapid shift in decision-making criteria. The emphasis on time-to-power and ability to handle fluctuating AI workloads represents a fundamental change in how data centers approach power infrastructure. Traditional grid connections, which can take 2-3 years to establish, are no longer aligned with the accelerated deployment timelines demanded by AI infrastructure growth.
The collaboration between onsite power providers and utilities marks a pragmatic approach to grid modernization. Rather than competing with utilities, companies like Bloom are positioning themselves as complementary solutions that can help manage peak loads and improve grid resilience. This hybrid approach is likely to become the new standard for large-scale data center deployments.
According to New Power Report, AI Needs Are Driving Data Centers to Adopt Energy Sources Beyond The Grid
The 2025 Data Center Power Report surveyed approximately 100 data center leaders who make decisions about power systems architecture and explored actions they are taking to address the time-to-power challenge.
Key highlights include:
-
In the
U.S. , an additional 55 GW of data center IT capacity is expected to come online in the next five years (vs. the 25 GW of existing capacity today). Approximately 20 GW of capacity has been announced to date. -
Data center leaders are taking responsibility for their power needs: approximately
30% of all sites are expected to use onsite power as a primary energy source by 2030 — more than double the percentage reported just seven months earlier. - Decision makers are now prioritizing new factors like time-to-power and the ability to support more demanding and fluctuating AI workloads, reflecting a shift beyond traditional drivers of cost and reliability.
“We see AI and cloud computing driving explosive growth in data center demand, and power availability remains the major bottleneck," said Aman Joshi, Bloom Energy’s Chief Commercial Officer. "The 2025 Data Center Power Report reveals that a growing number of data center leaders are turning to onsite power as a primary energy source. This underscores what we’re hearing from customers: they feel the urgency to address economic imperatives while ensuring reliable, scalable energy solutions." Joshi noted that customers emphasized developing onsite power arrangements in close collaboration with utilities.
According to survey participants, access to power is expected to get more challenging. Public announcements of onsite power deployments have grown rapidly and indicate growth across technologies including fuel cells, which are gaining traction.
The 2025 Data Center Power Report is based on data collected from April to November 2024. Survey respondents represent both cloud service providers, or hyperscalers, as well as single- and multi-tenant data center developers. To add depth to the survey findings, Bloom Energy also commissioned interviews with key decision-makers and reviewed research from multiple external data sources including Lawrence Berkeley National Laboratory, McKinsey & Company, and Goldman Sachs.
A copy of the Bloom Energy Data Center Power report is available here.
About Bloom Energy
Bloom Energy empowers businesses and communities to responsibly take charge of their energy. The company’s leading solid oxide platform for distributed generation of electricity and hydrogen is changing the future of energy. Fortune 100 companies around the world turn to Bloom Energy as a trusted partner to deliver lower carbon energy today and a net-zero future. For more information, visit www.bloomenergy.com.
Forward-Looking Statements
This press release contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “should,” “will” and “would” or the negative of these words or similar terms or expressions that concern Bloom’s expectations, strategy, priorities, plans, or intentions. These forward-looking statements include, but are not limited to, HPS and IDF’s acquisition of Bloom Energy Servers, funding of installation of Bloom equipment, new sources of capital, and Bloom’s ability to provide financed solutions without impacting capital budgets. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results due to a variety of factors, including risks and uncertainties detailed in Bloom’s SEC filings. More information on potential risks and uncertainties that may impact Bloom’s business are set forth in Bloom’s periodic reports filed with the SEC, including its Annual Report on Form 10-K for the year ended December 31, 2023, filed with the SEC on February 15, 2024, its Quarterly Report on Form 10-Q for the quarters ended March 31, 2024, June 30, 2024, and September 30, 2024, filed with the SEC on May 9, 2024, August 8, 2024, and November 7, 2024, respectively, as well as subsequent reports filed with or furnished to the SEC. Bloom assumes no obligation to, and does not intend to, update any such forward-looking statements.
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Media
Bloom Energy – Katja Gagen, press@bloomenergy.com
Investors
Bloom Energy – Michael Tierney (investor@bloomenergy.com)
Source: Bloom Energy
FAQ
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