NTT DATA Agrees to Deploy 900 MW of Bloom Energy Fuel Cells

NTT DATA agreed Nov. 5 to deploy 900 MW of Bloom Energy solid oxide fuel-cell systems across data center projects worldwide, giving the U.S. manufacturer a major overseas order as it expands beyond a heavily domestic revenue base.

The agreement covers several projects, with Bloom’s systems intended to serve as their primary on-site power source. Bloom expects initial deliveries to begin in 2027. The arrangement could scale to gigawatt levels across NTT Global Data Centers’ network. It is Bloom’s largest international deal to date.

Google separately announced its first Wyoming data center as part of a $17 billion investment in the state. Bloom will build fuel cells for a 702-MW plant that will power the site. The planned facility also incorporates carbon-capture technology.

The 702 MW refers to the Google project’s fuel-cell development; the 900 MW is the NTT DATA deployment agreement. They are separate projects and do not establish a combined 1,602-MW Bloom contract.

Bloom shares fell about 16% on Nov. 6, during a broader decline in AI power and energy infrastructure stocks. The drop coincided with a broader U.S. selloff in AI and data center stocks.

Most of Bloom Energy’s revenue comes from the U.S. market. The NTT DATA agreement adds an international project pipeline, although initial deliveries are not expected until 2027.

Bloom is targeting 2 GW of annual production capacity by the end of 2026. That is a manufacturing goal, distinct from the 900 MW of systems in the NTT DATA agreement. The agreement’s next stated milestone is the start of shipments in 2027.