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Industry

Fuel cells gain traction as AI data centers face power crunch; investment seen jumping tenfold

Large U.S. data center operators are expanding the use of fuel cells to secure power needed for artificial intelligence infrastructure, seeking to bring supply forward as grid connections can take years. Energy research firm Rystad Energy expects fuel-cell investment for data centers to rise from $2.8 billion in 2025 to about $30 billion in 2030. Bloom Energy posted sharply higher quarterly revenue and swung to profit, and Oracle plans to procure up to 2.8 GW of Bloom’s systems.

Crypto

Ethereum delays Hoodi testnet launch of \'Glamsterdam\' upgrade over security risks

Ethereum developers have delayed applying the Glamsterdam hard fork to the Hoodi testnet after concerns that some proposals could affect how existing smart contracts handle failed transactions. The Ethereum Foundation said it needs more time to check how the proposals interact with already deployed contracts, leaving the mainnet timeline uncertain. ChainSecurity warned that EIP-8037 and EIP-8038 could weaken defenses against insufficient gas griefing attacks.

Industry

Tesla Megapack supply sold out through 2027, production ramp speeds up

Most of Tesla\'s 2027 supply of its large energy storage system Megapack has been taken up, as demand rises, driven mainly by growth in AI data centres. The International Energy Agency expects global data centre power use to nearly double by 2030. Tesla has started production at its Texas Megapack plant and is strengthening its U.S. battery sourcing by shipping its first Megapack made only with LFP cells produced in Nevada.