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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.

AI & Enterprise

AI data centre grid code to be introduced this year; Cho Kyung-tae says exemptions needed for existing projects

South Korea is pushing to introduce a dedicated grid code for AI data centres by year-end, but a ruling party lawmaker said existing data centre projects should be exempt. Cho Kyung-tae urged the Ministry of Science and ICT to minimise regulatory application to ongoing projects, warning that new technical standards could raise costs and delay completion. He also said added equipment could reduce server capacity and called for inter-ministry coordination.

Industry

U.S. fossil power plans surge, new capacity share expands from 5 to 30 percent

Plans to build fossil-fuel power plants in the United States, led by natural gas, are rising at the fastest pace in more than a decade, an analysis said. A report by the Environmental Defense Fund and Atlas Public Policy found fossil fuels account for about 30 percent of planned new generating capacity as of the second quarter of 2026, up from 5 percent of capacity actually installed in 2024. Renewables remain cheaper on average, but policy and demand shifts are driving the change.