NTT DATA Books 900 MW of Bloom Energy Fuel Cells in Largest International Deal in Bloom's History

NTT Global Data Centers will deploy 900 megawatts of Bloom Energy fuel cells as primary power for data center projects around the world, under an agreement announced on November 5, 2026, in London and San Jose, California.

The deal is the largest international project in Bloom Energy's history to date and covers multiple data center builds across NTT DATA's global portfolio, with initial shipments scheduled to begin in 2027.

Gigawatt-Scale HVDC Power Expansion for AI Data Centers

The arrangement is designed to give NTT DATA greater flexibility in bringing new capacity online as demand for digital infrastructure grows.

It is also explicitly framed as expandable: the relationship is intended to grow across the NTT DATA Global Data Center portfolio and to reach gigawatt scale, making the 900 MW commitment a foundation rather than a ceiling, according to the announcement.

Speed to Power Drives the Agreement

The two companies are positioning rapid deployment as the central rationale for the partnership. As AI infrastructure accelerates, access to clean and reliable power has become a strategic competitive advantage for data center operators.

Bloom's modular fuel cell systems can be deployed quickly and expanded in phases, allowing power capacity to come online alongside data center construction and scale with increasingly power-dense AI workloads.

"Our clients are building AI capabilities at a pace the grid alone cannot always match, and speed to power has become one of the defining factors in delivering capacity when and where it's needed," said Doug Adams, CEO of NTT Global Data Centers.

"Bloom's onsite power gives us a reliable, scalable way to bring capacity online alongside construction, while honoring our commitment to the communities where we build and operate. Its fuel cells protect local air quality, use minimal water, and run quietly, which matters to us just as much as the megawatts. This agreement gives us a foundation to power our clients' growth across our global portfolio."

From AI Factories to Edge and Inference

For Bloom Energy, the agreement reflects the company's positioning as AI compute demand expands from large-scale AI factories to deployment at scale for edge and inference use cases.

Aman Joshi, Executive Vice President and Chief Commercial Officer at Bloom Energy, said companies that can secure power quickly gain a differentiated advantage and an accelerated path to revenue.

"As AI compute makes its way from AI factories to deployment at scale for edge and inference use cases, we at Bloom are uniquely positioned to help our customers meet the moment by enabling time to power with highly reliable, cleaner power that meets AI workload requirements for the digital era," Joshi said.

"Together with NTT Global Data Centers, we are establishing a strong foundation in key strategic markets and creating a model that can extend across their international portfolio."

Fuel Cells as Primary Power, Not Backup

The deal casts onsite fuel cell generation in a role both companies describe as central to how new digital infrastructure will be built going forward: as a primary power source rather than a supplementary one.

Bloom's systems generate electricity without combustion, delivering highly reliable onsite power with low local air emissions, minimal water use, and quiet operation, attributes the announcement describes as community-friendly while still meeting the substantial power requirements of modern AI infrastructure.

The Companies Behind the Agreement

NTT DATA is a business and technology services leader with more than USD 30 billion in revenue, serving 75% of the Fortune Global 100. The company is one of the world's leading AI and digital infrastructure providers, with capabilities spanning enterprise-scale AI, cloud, security, connectivity, data centers, and application services.

It has experts in more than 70 countries and is part of NTT Group, which invests over USD 3 billion annually in research and development.

Bloom Energy, headquartered in Silicon Valley, supplies fuel cell systems that deliver ultra-reliable, clean, and highly scalable onsite electricity for Fortune 500 customers worldwide, including data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors, as well as mission-critical organizations such as hospitals, college campuses, and retailers.

The company employs more than 2,000 people globally and manufactures its systems in the United States.

Shipments Begin in 2027

With initial fuel cell shipments slated for 2027, the agreement sets in motion a model both companies describe as a way to power data center growth across NTT DATA's international portfolio, at a time when AI-driven demand continues to strain power availability in markets around the world.