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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