Hardware · Updated 24 Oct, 09:26 am IST
Fuel cells rise as on-site power for US AI data centers
Why it matters for readers: It explains why data centers are using new power tech instead of waiting for traditional grid upgrades.
- Rystad Energy projects fuel-cell investments for data centers will jump from $2.8 billion in 2025 to about $30 billion by 2030.1
- Developers are turning to on-site fuel cells because linking large data-center loads to the US grid can take three to six years.1
- Bloom Energy and FuelCell Energy offer different fuel-flexible technologies, with Bloom's solid-oxide systems ready for 100% hydrogen and FuelCell Energy's molten carbonate systems capped at 40% hydrogen blends.1
- Bloom says it delivered power to an Oracle site in Utah in under two months and obtained planning approvals for another project in New Jersey within three months of signing.1
- Rystad expects roughly 40% of projected US data-center capacity in 2030 could pursue dedicated on-site power solutions like fuel cells.1
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