Bloom Energy said its 800V DC-native power architecture for 1-gigawatt AI data centers could reduce non-compute capital expenditures by $3.6 billion, or 27%, compared with conventional AC intake and distribution. The company also estimates $5.5 billion, or about 9%, in five-year total cost-of-ownership savings. The model covers infrastructure excluding servers, GPUs and other computing equipment, and does not represent a reduction in electricity consumption. Bloom’s solid oxide fuel cells are designed to produce 800V direct current onsite, reducing intermediate AC/DC conversion stages and reliance on transformers and other electrical equipment. A Bloom survey of 156 data center decision-makers found respondents expect DC-based configurations, including hybrid AC-DC and DC-native systems, to represent 58% of deployments by 2030. The company cautioned that actual results will depend on site conditions, energy procurement costs and equipment pricing. Bloom is also due to enter the S&P 500 before trading begins on September 21. Its stock has roughly tripled in 2026 and recently traded around $263, while its second-quarter revenue surpassed $1 billion and full-year guidance was raised to $3.9 billion-$4.2 billion.