Bloom Energy has released its Data Center Power Report, which found that more data center leaders are reducing their reliance on utility grids by investing in onsite power for rapidly scaling data centers. The report also revealed that power availability is driving data center development decisions as the industry moves into a new set of power-friendly regions. Together, these findings suggest a significant structural market shift for “artificial intelligence (AI) factories” and other high-density data centers.
The report’s findings indicate that:
Power availability is creating new geographic winners and losers: Texas is poised to capture nearly 30 percent of U.S. data center market share by 2028, and Georgia’s market share is expected to grow by 75 percent (from 4
