Why AI data centers are powering a boom in fuel-cell demand
Fuel cells are increasingly sought after by US hyperscalers building AI data centers amid grid constraints. Rystad Energy forecasts fuel cell investments for data centers will surge to $30 billion by 2030 from $2.8 billion in 2025. This shift towards on-site power sources is driven by the need for reliable electricity, with 40% of data-center capacity expected to pursue this approach by 2030.