Jan. 28 at 7:44 PM
$FCEL
$BE already showed the blueprint for “AI power” rerating: the AEP supply deal for up to 1 GW (with an initial 100 MW order) was one of the headlines that helped kick the story into the mainstream.
Now
$FCEL is getting its version of that moment: SDCL collaboration exploring up to 450 MW of behind-the-meter fuel-cell power for data centers — running natural gas now while the grid catches up.
And tomorrow’s
$PLUG vote is all about capital flexibility: approve more authorized shares, or fall back to the already-approved reverse split path to regain issuance room.