Jan. 26 at 3:15 PM
$FCEL
$BE $34B mkt cap
$PLUG 3.5B mkt cap
$BLDP <1B mkt cap
$FCEL <500M mkt cap
$BE never looked back since the 1GW natural gas AEP deal for always on AI data center power
$FCEL just had a 0.5GW deal to provide natural gas always on data center power
$PLUG is lining up data center backup deals
$BE deals:
• AEP: up to 1 GW (incl 100 MW initial order)
• Equinix: >100 MW deployed across U.S. data centers
• AWS: planned 20 MW / 15-yr PPA for a Silicon Valley data center
$FCEL deals:
• SDCL: up to 450 MW for global data center growth
• Diversified/TESIAC: up to 360 MW off-grid data center power (VA/WV/KY)
• Inuverse: up to 100 MW hyperscale AI data center (Korea, phased)