Demand of the AI ​​data center grows too quickly. This is an opportunity for Bloom Energy.

• It is expected that electricity demand for data centers will grow by 300% in the next decade.

• It will take years to build the infrastructure to support this demand.

• Bloom Energy is ready to quickly provide AI data centers with the power they need.

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Artificial intelligence (AI) is a powerful tool and is likely to change the world in interesting ways, if not incredible. But ai does not exist in a vacuum. The hardware that supports it must be housed and fed. The creation of infrastructure to do these two things will be massive and it will be difficult for a specific sector to keep up to date: the utilities. Only Flowering energy (NYSE: Be) is ready to go into a vacuum. Here is what you need to know.

Artificial intelligence Systems are basically only high -end computers with powerful software. These computers (servers) are housed in data centers and require the life of electricity, both to feed them and to keep them fresh. If you do not have a lot of electricity to devote to these needs, you cannot have a AI data center. This creates a problem for the AI ​​industry.

The AI ​​electricity demand is expected to grow by 300% for the next decade. This type of growth will be an advantage for Electric utilitiesof course. But there is a problem that needs to be addressed, because the AI ​​companies want to deploy a new ASAP processing power, and the utilities need to do a lot of work to provide the necessary electricity. Above all, the regulated public services must first obtain government permission to spend money on new electric power plants, lines and infrastructure, and they really have to build them. All this requires a considerable amount of time.

Therefore, it is likely that the benefit for public services is a decade of strong growth. In fact, management teams of many utilities are happily talking about the change of passage of electricity demand that is taking place now. Long -term demand is expected from the change to the wider use of electric vehicles: the amount of electricity prepared by EVS is expected to increase by 9,000% between now and 2050. It is a longer and more manageable time period for a utility, but only the need for speed is added.

Is there a clear opportunity for the long -term growth of public services, but what is it supposed to do the AI ​​companies if they need more power now? Bloom Energy can dramatically increase the rate with which a company can get energy. This is because Bloom Energy causes hydrogen fuel batteries to be built in a factory and can be easily placed wherever they are needed.