ATLAS News · Energy

Bloom Energy Deal Puts Fuel Cells in NTT DATA Data Centers

· 4 sources

NTT DATA plans to deploy 900 MW of Bloom Energy fuel-cell power across global data center projects, with shipments starting in 2027, Stock Titan reports.

What happened

Stock Titan reports that Bloom Energy has reached a deal under which its fuel cells are set to supply NTT data center projects around the world. The agreement links the fuel-cell maker to the growing demand for power from artificial intelligence infrastructure.

According to Stock Titan, NTT DATA plans to deploy 900 MW of Bloom fuel-cell power across its global data center projects, with initial shipments starting in 2027. Yahoo Finance described AI as an unexpected customer for the company.

Investing.com and StreetInsider also covered Bloom Energy shares during the day. StreetInsider linked a slide in the stock to an exit by the Nvidia CEO weighing on AI sentiment, while Investing.com asked why the shares were sliding.

Context

Fuel cells generate electricity on site through an electrochemical process, which makes them one option for powering data centers that need reliable electricity.

Why it matters

The agreement shows how AI-driven data center growth is creating demand for on-site power suppliers such as Bloom Energy, while broader AI sentiment may also influence how its shares trade.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Bloom EnergyBE

−3.60%

Industrials · NYSE

Live price
$188.12▼ -3.60%

live price · USD

Close on November 12
$201.93−3.60% vs. previous close ($209.47)
Chance of a rise in 1 month
43%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $147.82 and $217.91; 9 in 10, between $104.79 and $307.38.
See the full ATLAS analysis of Bloom Energy →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

  1. Fuel cells are set to supply NTT data center projects worldwide in a Bloom Energy deal. · Stock Titan · November 12, 2026
  2. Why is Bloom Energy stock sliding today? · Investing.com · November 12, 2026
  3. Bloom Energy slides after Nvidia CEO exit weigh on AI · StreetInsider · November 12, 2026
  4. Bloom Energy Has Found an Unexpected Customer: AI · Yahoo Finance · November 12, 2026

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