NTT Data Orders 900 MW of Bloom Fuel Cells
NTT DATA will deploy 900 megawatts of Bloom Energy solid oxide fuel-cell systems across several data center projects.
Updated on Nov. 9, 2026 in Data Centers
NTT DATA agreed on November 5, 2026, to deploy 900 MW of Bloom Energy solid oxide fuel-cell systems across several data center projects. Bloom's systems are intended to serve as the primary on-site power source for the projects.
Why it matters
The agreement is Bloom Energy's largest international deal to date, and it reflects growing demand for on-site power as data center energy needs rise. Bloom's shares fell about 16% on November 6, 2026, amid a broader selloff in AI power and energy infrastructure stocks.
The agreement covers 900 MW of solid oxide fuel-cell capacity, with the scale able to grow to gigawatt levels across NTT Global Data Centers' network. Bloom expects initial deliveries to begin in 2027, and the source does not report the contract value or the per-site capacity breakdown.
The players
NTT DATA
NTT DATA is a global IT services and data center company that operates NTT Global Data Centers, the arm through which the data center projects are being built.
Bloom Energy
Bloom Energy is a U.S.-based manufacturer of solid oxide fuel-cell systems that generate electricity on site, and its revenue is mostly drawn from the U.S. market.
The details
Under the deal, Bloom's fuel-cell systems are intended to serve as the primary on-site power source for the NTT DATA data center projects. The companies have not disclosed the contract value or the specific sites covered by the agreement.
Timeline
November 5, 2026: NTT DATA agreed to deploy 900 MW of Bloom fuel-cell systems.
November 6, 2026: Bloom Energy shares fell about 16% amid a sector selloff.
End of 2026: Bloom targets 2 GW of annual production capacity.
2027: Initial deliveries under the NTT DATA agreement are expected to begin.
The Tech Race
NTT DATA's agreement follows Google's planned 702 MW Bloom fuel-cell plant at its Wyoming data center, which is also designed with carbon-capture technology. Together these deals show data center operators turning to on-site fuel cells as they compete to secure power for AI infrastructure.
For the public, the deal signals that new data centers may rely on dedicated on-site power rather than drawing only on the existing grid. Bloom's large share-price swing shows that investor expectations for AI energy infrastructure remain volatile.
The takeaway
Operators are increasingly pairing data centers with dedicated power sources, and projects like this one will shape how AI infrastructure is powered over the next several years. Watching delivery timelines beginning in 2027 will show whether these commitments translate into operating capacity.
Further reading
Explore more on data centers to see how operators are sourcing power for AI infrastructure.
Source note: This article includes information reported by TokenPost.
