FuelCell Energy Shifts Toward AI Data Centers

0:00It's March 23rd, Hartford News Today starts now, AI-powered and ready. I'm Cory with the story. Fuel cell energy, based in Dambury, Connecticut, is making a major shift toward powering artificial intelligence data centers. The company's chief executive, Jason Fu, says over 80% of his proposal pipeline now comes from that sector, totaling more than one point. Five gigawatts in the first fiscal quarter. This marks a big change from their earlier focus on hydrogen technology. The business development pipeline has grown 275% since February 2025, almost entirely thanks to data center. Interest. Fuel cells produce electricity on site through a chemical reaction using natural gas, bypassing strained power grids that can't keep up with demand. Experts point out the nation's grid, built in the 1950s, was already for the surge. A professor at the University of Connecticut knows that data centers need quick, distributed power solutions, especially with global electricity.

1:02Demand for them expected to double to 945 terawatt hours by 2030. Fuel cell energy has rolled out a new 12.5 megawatt system, bundling units to power small, to medium-sized facilities. While no data center deals are signed yet, strong pipeline activity could lead to expanding their torrenten factory, which runs below half capacity. This pivot positions the long struggling company to tap into booming AI needs, offering reliable power where grids fall short.