NTT Global Data Centers Signs 900MW Fuel Cell Deal With Bloom Energy

NTT DATA will use Bloom Energy fuel cells as primary power at data centers worldwide under a 900MW agreement, with first shipments in 2027. The companies announced the agreement on Nov. 5. NTT Global Data Centers, the data center division of NTT DATA, will run the fuel cells as the maFeatured: High-resolution editorial view of Bloom Energy solid oxide fuel cell power generation hardware deployed on-site.in source of electricity at new projects. Bloom Energy manufactures and supplies the systems.

Neither company disclosed the purchase price, the countries where the fuel cells will be installed, or how the 900MW will be split among sites. StockTitan, which reviewed the announcement, reported that the release does not say how much of the capacity NTT DATA has firmly bought. NTT DATA said the relationship is designed to expand across its global data center portfolio and reach gigawatt scale, without setting a target figure.

Bloom Energy's solid oxide fuel cells produce electricity through a chemical reaction rather than combustion. Bloom Energy says the units have low local air emissions, use minimal water and operate quietly. The modular systems can be installed in phases as a building goes up, which NTT DATA says lets capacity come online sooner in power-constrained markets.

"Our clients are building AI capabilities at a pace the grid alone cannot always match, and speed to power has become one of the defining factors in delivering capacity when and where it's needed," said Doug Adams, CEO of NTT Global Data Centers.

"Companies that can secure power quickly will have a differentiated advantage and accelerated path to revenue," said Aman Joshi, executive vice president and chief commercial officer at Bloom Energy, in the Bloom Energy release.

Bloom Energy called the 900MW agreement its largest international project to date. Baxtel tracks 158 NTT data center sites worldwide, 22 of them under construction.

On-site generation has also surfaced in NTT DATA's plans in Japan. Baxtel reported in October that NTT DATA was in final talks to build a 500MW campus in Osaka for Anthropic and was weighing on-site generation and fuel cells there, because drawing 500MW from the grid would be slow.

Bloom's shares closed at $167.40 on Nov. 5, about 16% below the previous close of $200.40, according to StockTitan, which reported that the decline began before the announcement was released. Bloom Energy expects to begin shipments under the agreement in 2027.

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