NTT Data Signs 900-Megawatt Bloom Energy Deal for Data Centers
NTT Data agreed to deploy 900 megawatts of Bloom Energy’s fuel-cell power systems across data-center projects worldwide, adding on-site electricity supply as access to power constrains the expansion of artificial intelligence infrastructure.
Initial shipments are scheduled for 2027, the companies said in a Nov. 5 press release. NTT Global Data Centers will use the systems as primary power. Bloom described the agreement as its largest international project to date. Financial terms, project locations and a timetable for completing the rollout weren’t disclosed.
The agreement adds another large data-center customer commitment for Bloom, whose fuel cells produce electricity through an electrochemical process. In April, Bloom announced an expanded Oracle agreement covering potential purchases of as much as 2.8 gigawatts. An initial 1.2 gigawatts had been contracted, with deployment underway, according to that announcement.
Power availability is becoming a constraint on the industry’s growth. The International Energy Agency projects that global data-center electricity consumption will roughly double to 950 terawatt-hours in 2030 from 485 terawatt-hours in 2025. Its latest assessment identifies bottlenecks in energy equipment and planning systems as obstacles to development.
NTT Data has also sought renewable electricity for its expanding operations. In July, it announced an energy partnership with Engie covering agreements in Britain, Germany and the Netherlands. The British arrangement includes supply from a 24-megawatt wind farm in South Wales through September 2030.
The fuel choice for the newly announced Bloom projects wasn’t specified. Bloom’s systems can operate on natural gas, biogas, hydrogen or blends. Although they generate electricity without combustion, operation on carbon-based fuels produces carbon dioxide.
