Bloom Energy：2026年数据中心电力报告：电力定义增长（英文版）（16页）.pdf

1、2026 Data Center Power Report January 2026When Power Defines Growth:How Power Availability is Reshaping the Data Center Industry22026 Data Center Power ReportExecutive SummaryOne year ago,Bloom Energys inaugural Data Center Power Report documented an emerging reality:AI-driven compute demand was beg

2、inning to outpace the grids ability to deliver power at scale.Six months later,the Mid-Year Pulse showed clear signs of stresswidening interconnection timelines,rising uncertainty,and growing interest in alternative power strategies.This years survey findings indicate that the pressures have only in

3、tensified.Power availability has moved beyond being a planning consideration to become a defining boundary on data center growth.Our research with hyperscalers,colocation providers,utilities,and equipment suppliers reveals there is a structural shift already underway.1 Capital is concentrating in po

4、wer-advantaged regions,long-standing assumptions about grid delivery timelines are being challenged,and onsite generation is increasingly being incorporated into long-term power strategies rather than treated as a temporary bridge.At the same time,data center campuses are scaling toward gigawatt-sca

5、le AI factories,accelerating the shift of next-generation electrical architectures from roadmap concepts to near-term designs.Together,the findings from the 2026 Data Center Power Report show that the determinants of data center growth have changed in the AI era.1 Surveys were commissioned to enable

6、 a double-blind process between Bloom Energy and survey respondents;surveys were conducted in April 2024(n=30),November 2024(n=64),April 2025(n=100),and November 2025(n=152),and the latest survey included hyperscalers,colocation providers,utilities and IPPs,and equipment providers,with 84%of respond