FuelCell Energy is targeting AI data centers with its carbonate fuel cells, offering an 800-volt DC setup that can be connected to facility power systems directly. This setup claims to enhance efficiency by reducing power-conversion steps and lowering installation costs, essential as data center demand escalates. The heat generated by the fuel cells can also be repurposed for cooling, potentially increasing a 100-MW model’s usable power load from 69.5 MW to 77.2 MW. This model suggests a 10% increase in upfront costs but estimates an additional $127 million in value over 20 years.
Moreover, FuelCell Energy is collaborating with ExxonMobil on a carbon-capture pilot project in Rotterdam, with two modules anticipated to ship in Q2 2026. The company is also expanding its Torrington, CT facility to enhance production capacity to 350 MW, with a planned capital expenditure of $20-$30 million in 2026.
In addition to FuelCell Energy, Bloom Energy and Enphase Energy are also enhancing their focus on data centers due to rising AI electricity demand, with Bloom positioning itself as a leader in reliable onsite fuel cell power solutions, and Enphase expanding its commercial energy capabilities, including three-phase systems for data-intensive facilities.
