Bloom Energy Lands 900 MW NTT DATA Fuel-Cell Deal, Its Largest Overseas Project
Onsite fuel cells will serve as primary power where grid capacity is tight, and the companies say the relationship is designed to grow to gigawatt scale across NTT's portfolio.
NTT DATA's NTT Global Data Centers will deploy 900 megawatts of onsite power from Bloom Energy (BE) across multiple data center projects worldwide, the companies said on Nov. 5. The release calls it Bloom's largest international project to date, with initial shipments beginning in 2027.
What was announced
| Item | Details |
|---|---|
| Capacity | 900 MW of onsite power from Bloom fuel cells, deployed across multiple NTT Global Data Centers projects worldwide |
| Role of the power | Fuel cells serve as primary power, so capacity can come online faster in markets where grid power is constrained |
| Timing | Initial shipments begin in 2027 |
| Expansion | The companies said the relationship is designed to expand across NTT's global data center portfolio and reach gigawatt scale |
| Locations | No countries or sites were named; the release refers only to key strategic markets |
| Financial terms | Not disclosed, including contract value and whether the agreement is binding or a framework |
Why onsite power
NTT Global Data Centers CEO Doug Adams said clients are building AI capacity faster than the grid can always support, and that onsite fuel cells let NTT add capacity alongside construction while protecting local air quality, using little water and running quietly. Bloom's fuel cells generate electricity without combustion. The modular systems can be deployed quickly and expanded in phases as a campus is built, and can scale with more power-dense AI workloads.
Bloom's view
Aman Joshi, Bloom's executive vice president and chief commercial officer, said fast access to power is a competitive advantage for data center operators. He said Bloom aims to help customers reach power faster with reliable, cleaner energy suited to AI workloads, and that the deal establishes a base in key markets that can extend across NTT's portfolio.
Bloom's recent backdrop
- Third quarter. Bloom reported Q3 revenue of $1,235.8 million on Oct. 22, up 138% from $519.0 million a year earlier, with non-GAAP diluted EPS of $0.94 against $0.15.
- Outlook. Bloom raised its 2026 revenue outlook to $4.4 billion to $4.6 billion and non-GAAP EPS to $3.10 to $3.40. Operating cash flow was negative $27.1 million in the quarter.
- Other news. Bloom signed a memorandum of understanding with California Resources Corporation to evaluate at least 1 GW of fuel-cell power paired with carbon capture, according to a Nov. 3 Motley Fool report.
What to watch
- Contract terms. Whether Bloom discloses value, pricing or whether the 900 MW is firm or phased.
- Locations. Which markets and sites receive the first shipments in 2027.
- Expansion. Whether NTT adds capacity beyond 900 MW toward the gigawatt scale the companies described.
- Related coverage. See our reports on TeraWulf's Google-backed financing, SpaceX's wireless buildout and Meta's bond sale.
Sources: Deal details are from the Nov. 5 NTT DATA and Bloom Energy release. Quarterly figures are from Bloom's Oct. 22 third-quarter report. This article is informational only and is not investment advice.
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