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The artificial intelligence (AI) infrastructure boom is entering a more complicated phase. Demand for computing power remains enormous, but the electricity, water, land, and permitting required to build the data centers behind it are becoming political flash points. New York has already imposed a one-year moratorium on large new data centers, while Pennsylvania has moved to impose additional restrictions.
For companies supplying power to AI campuses, that creates an uncomfortable disconnect: The need for electricity is rising, but getting projects approved is getting harder. That tension now hangs over Bloom Energy (BE).
