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Frontier Forum: The new power map for AI infrastructure
As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethink where power comes from.
In this episode, KR Sridhar, CEO of Bloom Energy, lays out a radically different vision. He believes that many data centers will ultimately operate like refineries — powered by captive, off-grid generation that prioritizes resilience, speed, and local control over traditional grid economics.
Sridhar argues that solid-state fuel cells have become an ideal solution to meet…
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