Bloom Energy Announces Gigawatt Fuel Cell Procurement Agreement with AEP to Power AI Data Centers
Bloom Energy (NYSE:BE) has signed a major supply agreement with American Electric Power (AEP) for up to 1 gigawatt (GW) of fuel cells, marking the largest commercial fuel cell procurement worldwide. The deal includes an initial 100-megawatt (MW) order, with additional expansions expected in 2025. The fuel cells will primarily power AI data centers, offering high power density of 100 MW per acre and 34% lower CO2 emissions compared to current PJM Interconnection resources. The solution virtually eliminates SOx and NOx emissions when running on natural gas and can operate on 100% hydrogen or blended fuels for future carbon footprint reduction.
Bloom Energy (NYSE:BE) ha firmato un importante accordo di fornitura con American Electric Power (AEP) per un massimo di 1 gigawatt (GW) di celle a combustibile, segnando il più grande approvvigionamento commerciale di celle a combustibile a livello mondiale. L'accordo include un ordine iniziale di 100 megawatt (MW), con ulteriori espansioni previste per il 2025. Le celle a combustibile alimenteranno principalmente i data center AI, offrendo un'alta densità di potenza di 100 MW per acro e un'emissione di CO2 inferiore del 34% rispetto alle attuali risorse di interconnessione PJM. La soluzione elimina praticamente le emissioni di SOx e NOx quando funziona a gas naturale e può operare al 100% con idrogeno o carburanti misti per una futura riduzione dell'impatto ambientale.
Bloom Energy (NYSE:BE) ha firmado un importante acuerdo de suministro con American Electric Power (AEP) para hasta 1 gigavatio (GW) de pilas de combustible, marcando la mayor adquisición comercial de pilas de combustible a nivel mundial. El acuerdo incluye un pedido inicial de 100 megavatios (MW), con expansiones adicionales previstas para 2025. Las pilas de combustible alimentarán principalmente centros de datos de IA, ofreciendo una alta densidad de potencia de 100 MW por acre y un 34% menos de emisiones de CO2 en comparación con los recursos actuales de interconexión PJM. La solución prácticamente elimina las emisiones de SOx y NOx cuando opera con gas natural y puede funcionar con un 100% de hidrógeno o combustibles mezclados para reducir la huella de carbono en el futuro.
블룸 에너지 (NYSE:BE)가 아메리칸 일렉트릭 파워 (AEP)와 최대 1 기가와트(GW)의 연료전지 공급 계약을 체결하여 전 세계에서 가장 큰 상업용 연료전지 조달을 기록했습니다. 이 계약에는 초기 100 메가와트(MW) 주문이 포함되어 있으며, 2025년 추가 확장이 예상됩니다. 연료전지는 주로 AI 데이터 센터에 전력을 공급하며, 에이커당 100MW의 높은 전력 밀도와 현재 PJM 상호 연결 리소스에 비해 34% 낮은 CO2 배출량을 제공합니다. 이 솔루션은 천연가스로 운영할 때 SOx 및 NOx 배출량을 사실상 제거하며, 100% 수소 또는 혼합 연료로 운영하여 미래의 탄소 발자국을 줄이는 데 기여할 수 있습니다.
Bloom Energy (NYSE:BE) a signé un important accord de fourniture avec American Electric Power (AEP) pour jusqu'à 1 gigawatt (GW) de piles à hydrogène, marquant le plus grand approvisionnement commercial de piles à hydrogène au monde. L'accord comprend une commande initiale de 100 mégawatts (MW), avec des expansions supplémentaires prévues pour 2025. Les piles à hydrogène alimenteront principalement des centres de données AI, offrant une densité de puissance élevée de 100 MW par acre et des émissions de CO2 réduites de 34 % par rapport aux ressources d'interconnexion PJM actuelles. La solution élimine pratiquement les émissions de SOx et NOx lorsqu'elle fonctionne au gaz naturel et peut fonctionner à 100 % avec de l'hydrogène ou des combustibles mélangés pour réduire l'empreinte carbone à l'avenir.
Bloom Energy (NYSE:BE) hat einen wichtigen Liefervertrag mit American Electric Power (AEP) über bis zu 1 Gigawatt (GW) Brennstoffzellen unterzeichnet, was den größten kommerziellen Beschaffung von Brennstoffzellen weltweit darstellt. Der Vertrag beinhaltet eine anfängliche Bestellung von 100 Megawatt (MW), mit weiteren Erweiterungen, die für 2025 erwartet werden. Die Brennstoffzellen werden hauptsächlich KI-Datenzentren mit einer hohen Leistungsdichte von 100 MW pro Acre versorgen und emittieren 34% weniger CO2 im Vergleich zu den aktuellen PJM-Interconnectionsressourcen. Die Lösung beseitigt praktisch SOx- und NOx-Emissionen, wenn sie mit Erdgas betrieben wird, und kann mit 100% Wasserstoff oder Mischbrennstoffen betrieben werden, um den zukünftigen CO2-Fußabdruck zu reduzieren.
- Secured largest commercial fuel cell procurement agreement globally (up to 1 GW)
- Initial order of 100 MW with expansion expected in 2025
- 34% lower CO2 emissions compared to current solutions
- High power density capability (100 MW per acre)
- Flexibility to use natural gas, hydrogen, or blended fuels
- None.
Insights
This landmark
- High power density of 100 MW per acre enables efficient land use for data centers
34% lower CO2 emissions compared to current PJM grid resources- Future-proof design supporting transition to hydrogen fuel
- Rapid deployment capability important for AI infrastructure growth
This deal could transform Bloom's market position and revenue trajectory, potentially representing over
This partnership addresses a critical challenge in AI data center development - rapid power deployment at scale. Traditional grid infrastructure often can't keep pace with AI computing demands, making Bloom's solution particularly valuable. The high-availability fuel cells provide reliable, on-site power generation that can be deployed quickly without waiting for grid upgrades. The compact footprint is especially advantageous in land-constrained areas where data centers operate. This could accelerate AI infrastructure deployment timelines from years to months, giving both AEP and its customers significant competitive advantages in the fast-moving AI sector.
- Deployment at scale will help meet data center customers’ sharply increasing AI loads
- Bloom’s clean and reliable fuel cell solution will be co-located at customer sites to rapidly enable AEP to meet the energy and economic development goals of its customers and stakeholders
The agreement expands Bloom’s previous work with AEP to deploy solid oxide fuel cells (SOFCs) in commercial and industrial settings. Bloom Energy’s fuel cell solutions can be rapidly deployed and offer very high availability – a combination of attributes that are not offered by any other commercial solution. Bloom fuel cell deployments have very high-power density, 100 MW per acre. The initial installation of Bloom’s fuel cells will help meet the immediate power of AI data centers.
“I am delighted that there is strong market recognition that the Bloom Energy platform is the ideal choice for powering AI data centers. We are thrilled to be working with AEP as they lead the charge to bring innovative solutions to the transforming electricity market,” said KR Sridhar, Founder, Chairman, and CEO of Bloom Energy. “With our proven track record of more than 1.3 GW deployed, and a fully functional factory that can deliver GWs of products per year, we are ready and able to meet this rapid electricity demand growth.”
The solution will provide power with
About Bloom Energy
Bloom Energy empowers businesses and communities to responsibly take charge of their energy. The company’s leading solid oxide platform for distributed generation of electricity and hydrogen is changing the future of energy. Fortune 100 companies around the world turn to Bloom Energy as a trusted partner to deliver lower carbon energy today and a net-zero future. For more information, visit www.bloomenergy.com.
Forward Looking Statements
This press release contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “should,” “will” and “would” or the negative of these words or similar terms or expressions that concern Bloom’s expectations, strategy, priorities, plans, or intentions. These forward-looking statements include, but are not limited to, expectations for further orders in 2025 above the initial 100 MW order and expected reductions in CO2 emissions. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results due to a variety of factors including, but not limited to, risks and uncertainties detailed in Bloom’s SEC filings. More information on potential risks and uncertainties that may impact Bloom’s business are set forth in Bloom’s periodic reports filed with the SEC, including its Annual Report on Form 10-K for the year ended December 31, 2023, and Quarterly Reports on Form 10-Q for the quarters ended March 31, 2024, June 30, 2024, and September 30, 2024, filed with the SEC on February 15, 2024, May 9, 2024, August 8, 2024, and November 7, 2024 respectively, as well as subsequent reports filed with or furnished to the SEC. Bloom assumes no obligation to, and does not intend to, update any such forward-looking statements.
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Media
Bloom Energy – Katja Gagen (press@bloomenergy.com)
Investors
Bloom Energy - Michael Tierney (investor@bloomenergy.com)
Source: Bloom Energy
FAQ
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