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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

Musk says SpaceX raised $40 billion in debt to buy GPUs, warns neocloud shakeout

SpaceX has completed $40 billion in debt financing to buy graphics processing units for AI data centers, Elon Musk said. Musk said funding is becoming harder to secure, and he expects restructuring in the neocloud sector to accelerate. He said companies without substantial revenue outside AI data centers have effectively lost access to debt markets, and predicted consolidation and closures among more than 200 neocloud firms.

AI & Enterprise

Publishers lose traffic as Google AI search keeps users from clicking news links

As Google expands AI-powered search features, online publishers are seeing fewer visits from search results. Critics say AI Overviews and AI Mode shift search from link lists to AI summaries, letting users get answers without opening original articles. Data show search traffic has fallen at major outlets, and some publishers report steep drops in click-through rates. Google disputes the claims and says clicks are stable and broader across sites. Publishers are pursuing legal action and changing distribution strategies.