Bloom Energy and Solaris Energy Poised for Growth Amidst AI Power Demands

Bloom Energy Corporation and Solaris Energy Infrastructure are strategically positioned to capitalize on the projected electricity shortfall associated with the rapid expansion of artificial intelligence (AI) workloads in the U.S. data center market. Recent insights from Morgan Stanley indicate a significant increase in the estimated net power shortfall from 33 gigawatts to 38 gigawatts for the period spanning 2026 to 2028 due to the surging demand for reliable energy by AI developers. The scale of that revision — five gigawatts — is notable because it compresses the timeline and raises the immediacy of the problem for operators who depend on steady, high-capacity power. Data centers that host AI workloads are not the only consumers affected, but they loom largest in the projections driving demand for supplemental, on-site and distributed generation.

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