Fuel Cell Investment for AI Data Centers to Reach $30B by 2030, Rystad Says

Rystad forecasts fuel cell investment for AI data centers will grow from 2.8 billion dollars in 2025 to about 30 billion dollars by 2030. Bloom Energy reported 138 percent revenue growth to 1.24 billion dollars and net profit of 250.3 million dollars. Oracle plans up to 2.8 gigawatts of Bloom systems and has contracted 1.2 gigawatts. FuelCell Energy sees 75 to 85 percent datacenter business.