Solid-oxide fuel cells are a direct response to the gas turbine backlog: they ship in months and bypass the OEM queue entirely. Post 002 names Bloom Energy as the leading vendor capturing demand the backlog leaves stranded.
Behind-the-meter gas generation now powers 48 GW, roughly a third of all planned US data center capacity. Williams, Bloom Energy, and hyperscalers including Google and Meta are building modular gas plants that deploy in months, sidestepping years-long grid interconnection delays to meet AI's power appetite.
Solid-oxide fuel cells are a direct response to the gas turbine backlog: they ship in months and bypass the OEM queue entirely. Post 002 names Bloom Energy as the leading vendor capturing demand the backlog leaves stranded.
Behind-the-meter gas generation now powers 48 GW, roughly a third of all planned US data center capacity. Williams, Bloom Energy, and hyperscalers including Google and Meta are building modular gas plants that deploy in months, sidestepping years-long grid interconnection delays to meet AI's power appetite.