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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.

AI & Enterprise

Putin envoy outlines plan to discuss data centre projects with U.S. after diesel deal

A Russian envoy said the United States and Russia are discussing cooperation on data centre infrastructure following a deal on supplies of Russian diesel fuel. Kirill Dmitriev said the two sides are talking about joint data centre projects and raised the possibility of building facilities using small nuclear power plants. The comments come as sanctions on Russia continue over the war in Ukraine and as data centres become a political issue in the United States.

AI & Enterprise

FBI busts North Korean fake remote hiring network, dismantles laptop farms

North Korean IT workers stole or forged U.S. identities to win remote jobs at American companies and sent the proceeds to the North Korean regime, the FBI said. The FBI described the activity as an international crime threatening national security and launched a large crackdown. Authorities said workers used “laptop farms” in U.S. homes to appear to work locally. The Justice Department announced results of a Texas operation and related cases.