Bloom Energy: Onsite power booms for AI amid grid constraints

Bloom Energy released a mid-year update to its 2025 Data Center Power Report revealing that data centers are increasingly adopting onsite power as primary energy amid grid delivery delays.

• Main announcement: Bloom Energy’s mid-year update reports that power availability is now the leading factor in data center site selection (84% ranked it among top three). The report finds utility timelines can be up to 2 years longer than developers expect, and forecasts 38% of facilities to use some onsite generation for primary power by 2030, with 27% expecting to be fully powered onsite by 2030 (up from 1% last year). The median data center size is projected to grow from ~175 MW to ~375 MW over the next 10 years.
• Background and details: The update is based on a survey of ~100 decision-makers collected from April 2024 to April 2025, sampling hyperscalers, colocation developers, utilities, and GPU service providers. Bloom reports it has deployed 1.5GW of low-carbon onsite power across ~1200 installations, and emphasizes solutions with fast deployment timelines, low emissions, and reliability to meet AI workloads. The release is a press announcement published via Business Wire and includes forward-looking statements referencing SEC filings.