Name: Can the Power Grid Keep Up With AI?
Uploaded: 2026-06-10T13:46:00Z
Duration: 3 min 11 s
Description: Nearly a year after the White House announced major data center projects as symbols of innovation and job creation, some communities have raised concerns about the infrastructure needed to support them. At the WSJ CEO Council Summit in London, Bloom Energy founder, chairman and CEO KR Sridhar discusses one of the biggest challenges facing the AI boom.

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Nearly a year after the White House announced major data center projects as symbols of innovation and job creation, some communities have raised concerns about the infrastructure needed to support them. At the WSJ CEO Council Summit in London, Bloom Energy founder, chairman and CEO KR Sridhar discusses one of the biggest challenges facing the AI boom. Photo: WSJ Leadership Institute

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Nearly a year after the White House announced major data center projects as symbols of innovation and job creation, some communities have raised concerns about the infrastructure needed to support them. At the WSJ CEO Council Summit in London, Bloom Energy founder, chairman and CEO KR Sridhar discusses one of the biggest challenges facing the AI boom.

Can the Power Grid Keep Up With AI?

There is a powerful new trend taking hold across the US now, which I'm sure you're picking up on. A year ago, we were seeing, in Oval Office events, announcements of new data centers. These were being talked about by the president as symbols of innovation and of job creation. Now the pitchforks are out.

They're out because people are worried about multiple things. The first thing is the grid simply cannot support gigawatt data centers. The grid was not built to be able to do that. The grid was a flywheel that was supposed to take care of a lot of retail customers. If you are one single large customer that's gonna suck up most of the electricity coming from a substation, whether you're an aluminum smelter in the past, whether you're a glass-making factory, they all depended on their own onsite power. Bring your own power, right? So these big data centers today consume a lot more power than even those aluminum smelters. And for them to have naively thought that they can rely on the grid for that kind of power was wrong.

Doomed to fail.

Doomed to fail. And at some scale it was gonna break. But even before that happened, the utility companies tried to provide them the power. But remember, it's a freeway and a highway paid for by the rate payer. And if one rate payer was consuming all that power and everybody else was paying the tolls for that road, people got upset.

You're not surprised about the public backlash.

You shouldn't be surprised at all. Absolutely not. Absolutely not. So then you get to the next point of saying, "Bring your own power." But these data centers, unlike the aluminum smelters, are not built far away from people, they're built in cities and towns. Who wants a big power plant in their backyard? Immediately your property values are gonna go down, the amount of air pollution is gonna go up, the water usage is gonna go up. And what is the benefit for the local community that's bringing that in? Not much because it's not creating the thousands of jobs like an automotive plant would. For those reasons, you saw social unrest. When we bring a Bloom unit there, we don't consume water, we don't burn the natural gas. So we don't create any air pollution.

Noise?

We don't create any noise. You can stand next to that unit and talk like we are talking and it'll be perfectly--

To be clear, that's what I think many people have been upset about. I didn't know this before, but it's the sound of power generation, not the server itself that's making the racket.

Racket, and then you would have, if you had a combustion device, like a turbine or an engine, the amount of NOx pollution and particulate pollution would be something the mothers would be worried about their kids. Rightfully so. And we don't create any of that. We don't use the water up. So we consume no water when we make electricity.