“What’s really changed now is they’re really looking to on-site power to become a much more permanent solution,” Natalie Sunderland, Bloom Energy’s chief marketing officer, told DCN. “They want to be connected to the grid, but they recognize that on-site power is going to be a much more permanent part of their strategy.”
Is Texas Becoming the Next Big Data Center Hub?
The report highlights a significant geographic shift driven by power availability, with Texas and Georgia positioned to capture substantial data center market share from traditionally dominant states like California and Oregon. These established markets are projected to decline by more than 50%.
Shifting Focus to Grid Alternatives
Renewables and behind-the-meter grid alternatives, such as fuel cells, are gaining traction as cost-effective and time-saving solutions amid growing grid constraints. According to a report from Research and Markets, the fuel cell market is expected to grow at an annual rate of 20%, reaching $28.4 billion by 2031.
