Bloom Energy’s recent survey indicates that developers anticipate a significant increase in data center capacity, expecting a rise from 13% in 2026 to 23% by 2029–2030, driven by growing demand for artificial intelligence. However, power access poses the largest challenge, with 61% of developers considering onsite power options if the existing grid fails to meet the increased demand. Additionally, concerns from local communities regarding electricity costs, water usage, and grid reliability are becoming substantial barriers to project approvals and timelines.

AMD: AMD produces high-performance CPUs and GPUs optimized for data center and AI applications. The company supplies processors that enable the scaled infrastructure needed to meet growing AI demand referenced in the news.
Meta: Meta builds and operates data centers to run its social platforms and AI research initiatives. The company participates in the industry-wide buildout driven by AI demand noted in the report.
Eaton: Eaton manufactures electrical power management products and solutions used in data centers and industrial facilities. Its equipment supports the power distribution and reliability requirements for new capacity additions.
Amazon: Amazon runs global data center operations through its AWS cloud infrastructure to power its e-commerce, streaming, and AI offerings. The company is actively involved in the capacity growth trends described in the survey.
Google: Google maintains large-scale data centers to support its search, cloud, and AI platforms including Gemini. Its infrastructure requirements contribute to the projected rise in annual capacity additions through 2030.
NVIDIA: NVIDIA designs graphics processing units and related hardware that form the core of AI training and inference workloads in data centers. Its technology underpins the computing demand driving the capacity expansions highlighted in the Bloom Energy survey through 2030.
Oracle: Oracle provides cloud infrastructure and database services from its global data center fleet. It is expanding facilities to accommodate increased AI and enterprise computing needs.
Vertiv: Vertiv supplies critical infrastructure including thermal management, power, and IT systems for data centers. Its offerings address operational challenges as developers scale facilities for AI workloads.
Equinix: Equinix operates a global network of data centers and interconnection facilities serving enterprises and cloud providers. It is expanding its footprint in response to the same AI-driven demand trends covered in the survey.
Microsoft: Microsoft operates extensive cloud and data center networks to support its Azure platform and AI services. It is a major participant in the data center expansions expected to accelerate as AI workloads increase.
Bloom Energy: Bloom Energy develops and manufactures solid oxide fuel cell systems that generate electricity on-site with high efficiency and lower emissions. The company released a survey of data center developers that directly informs the reported acceleration in AI-driven capacity additions and the shift toward onsite power solutions amid grid constraints.
NextEra Energy: NextEra Energy develops and operates renewable energy generation and transmission assets across the United States. Its clean power projects are relevant to data center operators seeking reliable electricity amid grid limitations.
Constellation Energy: Constellation Energy generates and supplies electricity from nuclear, natural gas, and renewable sources to commercial and industrial customers. It is positioned to help meet the power demands of expanding AI data centers.

Power Access Challenges: Grid constraints are prompting data center developers to evaluate alternative electricity supply options including onsite generation.
AI Infrastructure Demand: Major technology companies continue to prioritize data center buildouts to support expanding artificial intelligence workloads.
Community Considerations: Local opposition related to electricity costs, water consumption, and grid stability is influencing data center project timelines and approvals.