NTT DATA agrees to deploy Bloom fuel cells across global data centers
NTT DATA and Bloom Energy agreed on a 900 MW fuel-cell deployment for NTT data centers worldwide, with initial deliveries scheduled for 2027. NTT Global Data Centers will use Bloom systems as primary onsite power, and Bloom characterizes the project as its largest international undertaking. The announcement came as investors sold Bloom shares amid concerns that new U.S. policies could delay data-center construction.
Why it matters
The agreement gives Bloom an international data-center project that is less dependent on U.S. approval timelines and creates a path for expansion across NTT's global portfolio. RBC Capital's Christopher Dendrinos said Bloom's data-center exposure makes it vulnerable if development slows, while Bloomberg Intelligence analyst Alessio Mastrandrea said projects already underway may support near-term demand.
Key facts
- 1NTT DATA and Bloom Energy agreed to deploy 900 MW of fuel-cell power for global data centers, with the rollout beginning in 2027. investing.com
- 2NTT Global Data Centers is set to use Bloom's fuel cells as the primary power source for multiple projects worldwide. datacentremagazine.com
- 3Bloom identifies the agreement as its largest international project so far. datacentremagazine.com
- 4NTT operates over 150 data centers globally. datacenterdynamics.com
- 5Bloom shares were down more than 17% in trading described by Morningstar's material as investors worried about data-center delays. morningstar.com
Summary written by AlphAI AI Desk from 10 of 10 sources. Not investment advice. Figures are as stated by the linked sources.