Lates News

The research report from Zhongjin Company stated that recently, at the 2025 second quarter performance meeting, Bloom Energy's management announced that the company will deploy on-site fuel cell systems for data center power supply for some of Oracle's data centers in the United States. Previously, the company has reached agreements with Equinix, American Electric Power (AEP), and Quantum Computing. So far, Bloom Energy has deployed over 400MW of power for data centers worldwide. Zhongjin Company believes that Solid Oxide Fuel Cell (SOFC) systems may become a new solution for data center power supply. It is estimated that the annual average SOFC installation scale in North American data centers from 2026 to 2030 may reach 0.5GW to 1.25GW. SOFC systems have strong fuel adaptability, environmental friendliness, and flexible deployment, showing potential applications in stationary power generation, micro combined heat and power for residential use, transportation, and portable fields. The current bottleneck for the application of SOFC in data centers lies in its economic feasibility.