Solid-oxide fuel cells have become the BTM technology of choice for sites where gas turbines cannot ship in time. Post 002 frames Bloom Energy's deployments as the BTM bridge generation while hyperscalers wait for heavy-duty turbines.
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 have become the BTM technology of choice for sites where gas turbines cannot ship in time. Post 002 frames Bloom Energy's deployments as the BTM bridge generation while hyperscalers wait for heavy-duty turbines.
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.