{"id":52112,"date":"2026-01-20T21:41:12","date_gmt":"2026-01-20T21:41:12","guid":{"rendered":"https:\/\/www.intelligentcio.com\/north-america\/?p=52112"},"modified":"2026-01-20T21:41:13","modified_gmt":"2026-01-20T21:41:13","slug":"data-centers-plan-to-cut-grid-reliance-as-power-shifts-reshape-the-us-market","status":"publish","type":"post","link":"https:\/\/www.intelligentcio.com\/north-america\/2026\/01\/20\/data-centers-plan-to-cut-grid-reliance-as-power-shifts-reshape-the-us-market\/","title":{"rendered":"Data centers plan to cut grid reliance as power shifts reshape the US market"},"content":{"rendered":"\n<p><em>Bloom Energy\u2019s latest Data Center Power Report finds developers are moving off-grid and into power-advantaged US regions as gigawatt-scale data centers accelerate.<\/em><\/p>\n\n\n\n<p>Bloom Energy has released its latest Data Center Power Report, which surveyed decision-makers across the data center power ecosystem.<\/p>\n\n\n\n<p>The survey found that more data center leaders are reducing their reliance on utility grids by investing in onsite power for rapidly scaling data centers.<\/p>\n\n\n\n<p>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 \u2018AI factories\u2019 and other high-density data centers.<\/p>\n\n\n\n<p><strong>The report\u2019s findings indicate that:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Power availability is creating new geographic winners and losers. Texas is poised to capture nearly 30% of US data center market share by 2028 and Georgia\u2019s market share is expected to grow by 75% from 4% of the total data center market to 7% as developers expand deeper into the Southeast. In contrast, California, Oregon, Iowa and Nebraska\u2019s respective relative market shares are expected to drop by more than 50%.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>More data centers are approaching gigawatt scale. Over 50% of new data center campuses are predicted to exceed 500 MW by 2035 and nearly one-third of new data center campuses are expected to exceed 1 GW, with each 1 GW campus consuming roughly as much electricity as the entirety of San Francisco.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The power expectation gap is widening in key hubs. Utilities\u2019 projected delivery timelines are approximately 1.5\u20132 years longer than hyperscalers and colocation providers expect.<\/li>\n<\/ul>\n\n\n\n<p>Over the past six months, the expectation gap has widened in three critical hubs \u2013 Northern Virginia, the Bay Area and Atlanta.<\/p>\n\n\n\n<p>The survey shows data center developers plan to make big bets in off-grid power. Hyperscalers and colocation providers expect that roughly one-third of data centers in 2030 will use 100% onsite power &#8211; a 22% increase from the previous report six months ago. Developers surveyed believe that, by 2030, onsite power will be a leading solution to minimising development timelines and costs.<\/p>\n\n\n\n<p><strong>Higher-voltage and DC electrical architectures are moving from roadmap to reality.<\/strong><\/p>\n\n\n\n<p>As AI campuses scale to gigawatts, operators are redesigning power systems to handle denser loads and faster build schedules, the survey shows with 45% of respondents expecting to adopt direct-current DC distribution architectures in their new data centers by 2028. These designs are likely to be incorporated into data centers entering development this year.<\/p>\n\n\n\n<p>\u201cData center and AI factory developers can\u2019t afford delays. Our analysis and survey results show that they\u2019re moving into power-advantaged regions where capacity can be secured faster &#8211; and increasingly designing campuses to operate independently of the grid,\u201d said Natalie Sunderland, Bloom Energy\u2019s Chief Marketing Officer. \u201cThe surge in AI demand creates a clear opportunity for states that can adapt to support large-scale AI deployments at speed.\u201d<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bloom Energy\u2019s latest Data Center Power Report finds developers are moving off-grid and into power-advantaged US regions as gigawatt-scale data centers accelerate. Bloom Energy has released its latest Data Center Power Report, which surveyed decision-makers across the data center power ecosystem. The survey found that more data center leaders are reducing their reliance on utility [&hellip;]<\/p>\n","protected":false},"author":58,"featured_media":52113,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7515,13,16,19,43],"tags":[8769,10483,10484,816,7216,10486,10485],"class_list":["post-52112","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-data-centers","category-data-centres","category-energy","category-features","category-top-stories","tag-ai-factories","tag-bloom-energy-report","tag-data-center-energy-strategy","tag-data-centers","tag-off-grid-power","tag-onsite-power-generation","tag-us-data-center-market"],"acf":[],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/posts\/52112","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/users\/58"}],"replies":[{"embeddable":true,"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/comments?post=52112"}],"version-history":[{"count":1,"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/posts\/52112\/revisions"}],"predecessor-version":[{"id":52114,"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/posts\/52112\/revisions\/52114"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/media\/52113"}],"wp:attachment":[{"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/media?parent=52112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/categories?post=52112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.intelligentcio.com\/north-america\/wp-json\/wp\/v2\/tags?post=52112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}