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PodcastCatalyst with Shayle KannSeptember 28, 2026

The rush for clean, on-site power [partner content]

Bloom Energy argues on-site fuel cells are becoming permanent — not bridge — infrastructure for data centers and industrials amid grid constraints.

  • Demand surge: Bloom's customer surveys show those planning on-site power by 2030 rose from 13% (2024) to 35% (April 2025); 50% expect to need it by 2035.
  • Permanent, not bridge, power: Joshi says data center and C&I customers increasingly view on-site generation as a permanent feature, not a stopgap until grid connections arrive.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.