# The rush for clean, on-site power [partner content]

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2026-09-28
- Length: 31m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content

## Summary

Aman Joshi, chief commercial officer at Bloom Energy, explains how long interconnection queues and grid constraints are driving data centers and industrial customers to adopt permanent, on-site fuel cell power. He details why the traditional levelized cost of electricity (LCOE) model is misleading for on-site generation, arguing that total delivered cost per watt into the rack—including reliability, community acceptance, and water use—makes Bloom's solid-state fuel cells economically superior to combustion turbines. Joshi highlights that community pushback regarding emissions and water consumption is forcing major projects, such as Oracle's New Mexico deployment, to switch from gas turbines to Bloom's technology to secure permits and social license.

## Chapters

- [0:03](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=3) Introduction: Stephen Lacey and Aman Joshi at Bloom Energy
- [1:07](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=67) Survey data on the shift to on-site power by 2030 and 2035
- [2:25](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=145) Community pushback: emissions, noise, and water use concerns
- [4:40](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=280) Permanent power vs. bridge power and grid cost realities
- [8:51](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=531) Decentralization analogy: landlines vs. cell phones for power reliability
- [12:45](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=765) Oracle's New Mexico project switching to Bloom for community benefits
- [18:26](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=1106) 3rd inning: DC architecture and absorption chillers in data centers
- [20:06](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=1206) CNI growth: semiconductor fabs and onshoring manufacturing
- [24:15](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=1455) Why LCOE is the wrong math for on-site power economics
- [27:21](https://hardwarepodcasts.com/podcast/catalyst/2026-09-28-the-rush-for-clean-on-site-power-partner-content#t=1641) Historic infrastructure buildout driven by individual compute demand

## Topics

- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)

## Most relevant to

companies scaling up

## Mentioned

- Bloom Energy (company)
- Oracle (company)
- Nvidia (company)
- GE (company)
- Conagra (company)
- Quanta Computer (company)
- Ferrari (company)

## Related episodes from other shows

- [Like a steam engine in your house](https://hardwarepodcasts.com/podcast/the-amp-hour/2025-04-15-like-a-steam-engine-in-your-house) (The Amp Hour)
- [HIBT Lab! BlocPower: Donnel Baird](https://hardwarepodcasts.com/podcast/how-i-built-this/2022-07-07-hibt-lab-blocpower-donnel-baird) (How I Built This)
- [Cryo-Compressed Hydrogen: Solving America’s 50 GW Diesel Generator Problem](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2025-08-14-cryo-compressed-hydrogen-solving-americas-50-gw-diesel-generator-problem) (Hardware to Save a Planet)
- [A Renewable Energy Future for Manufacturing w/ Gareth Evans](https://hardwarepodcasts.com/podcast/the-manufacturing-executive/2023-09-19-a-renewable-energy-future-for-manufacturing-w-gareth-evans) (The Manufacturing Executive)
- [Good Energy Citizen](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-05-08-good-energy-citizen) (The Amp Hour)

## Citing this page

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