AI Centers Drive Fuel Cell Demand

Fuel cells are gaining traction among US hyperscalers facing grid delays for AI data centers. Investments are projected to reach thirty billion dollars by 2030 as companies seek reliable on site power solutions.

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FILE PHOTO: A technician works at an Amazon Web Services AI data center in New Carlisle, Indiana, U.S., October 2, 2025. REUTERS/Noah Berger for AWS/File Photo

Fuel-cell investments for data centers in the United States will jump to $30 billion by 2030 from $2.8 billion in 2025, driven by grid constraints and the artificial intelligence boom. Energy research firm Rystad Energy projects the surge as developers race to secure quick and reliable power. About 40% of projected United States data-center capacity in 2030 could pursue dedicated on-idte power rather than rely entirely on the grid.

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