Sunday, 6 September 2026

FuelCell Energy has agreed to supply up to 380 MW of molten carbonate fuel cell systems to Fit Energy USA LP for data center baseload power, according to Hydrogen Fuel News.

The equipment purchase deal covers baseload supply rather than backup duty, Hydrogen Fuel News reported, placing carbonate fuel cells against the round-the-clock load profile data centers require.

The company's backlog now stands at USD 3.646 billion, according to Hydrogen Fuel News.

Separately, FuelCell Energy holds a 75 MW reservation in Texas, Hydrogen Fuel News reported.

The same carbonate technology is being applied to industrial carbon capture. FuelCell Energy deployed the first industrial carbonate fuel cell CO2 capture modules at ExxonMobil's Rotterdam site, according to Hydrogen Fuel News. Carbonate cells concentrate CO2 from an exhaust stream while generating power, giving the same hardware two commercial routes: power sales into data center demand and capture services at industrial sites.

The 380 MW figure and the 75 MW Texas reservation sit inside a backlog that Hydrogen Fuel News puts at USD 3.646 billion, tying near-term equipment orders to a contracted revenue base.

Hitachi, Ltd. and Bloom Energy Corporation announced a partnership in early September 2026 to deploy solid oxide fuel cell systems for on-site power at Japanese data centers and industrial sites, according to Hydrogen Fuel News.

The arrangement covers on-site generation intended to improve reliability and support distributed generation at those sites, Hydrogen Fuel News reported.

The two companies are offering modular on-site power generation built around solid oxide fuel cell stacks, according to the same report, which describes Japanese data centers as facing surging electricity demand from artificial intelligence workloads and semiconductor manufacturing.

Solid oxide fuel cells convert fuel to electricity electrochemically rather than through combustion, and the modular stack format lets operators size capacity to a specific site rather than wait on a grid connection. Hydrogen Fuel News frames the tie-up as a response to that demand pressure on data center and industrial loads in Japan.