According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027. That would mark almost a four times increase in data center power consumption from current levels. This situation is frustrating data center operators because of the extended wait to get a grid connection, which can take years. Faced with this situation, data center operators are turning to distributed power solutions, as these can be deployed more quickly. Bloom Energy's AI-Fueled Demand Signals a Bigger Opportunity for Investorschungking/Shutterstock.comBloom Energy Translates AI-Driven Demand Into Solid Financial PerformanceBloom Energy's revenue more than doubled year-over-year to a record $1.07 billion in Q2 2026.