Shridhar: AI Data Centers Evaluate Power on Value Creation, Not Cost
K.R. Shridhar · Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings · Jun 29, 2026 · at 51:22
K.R. Shridhar, CEO of Bloom Energy, discusses how AI operators view electricity economics differently than traditional data centers, focusing on maximizing total value from token generation.
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“It is the primary input to manufacturing intelligence. At the end of the day, when you look at it end to end, it's neither price nor cost, it's value.”
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