Energy provider Bloom and computer manufacturer Quanta further solidify their alliance, aiming to drive the AI revolution by enhancing system efficiency with cutting-edge energy solutions.
In a strategic move to meet the surging energy needs of the AI industry, Bloom Energy and Quanta Computer have expanded their partnership. The expanded collaboration aims to significantly increase power capacity, focusing on powering the production of critical hardware for the AI industry, particularly for data centers requiring high-density, reliable, and clean energy.
The expansion involves deploying solid oxide fuel cell (SOFC) technology, a scalable and modular solution that can energize entire AI data centers within 90 days of contract signing. This technology offers reliability, efficiency, and environmental sustainability, with virtually no air pollution and no water use, making it an ideal choice for high-power-demand environments like Quanta’s AI-focused manufacturing and data facilities.
Quanta turned to Bloom Energy's SOFC microgrid when its manufacturing expansion was impeded by costly interconnection delays. Reliable power is a challenge in Silicon Valley due to severe constraints on real estate and grid power. The Bloom Energy microgrid solution provides resilience to unplanned power outages for Quanta, ensuring continuous operations and minimizing downtime.
The power capacity of Quanta's existing Bloom Energy SOFC installation will increase by more than 150 percent, making it Bloom's largest islanded, load-following industrial installation. The expanded installation is expected to be completed ahead of schedule early next year.
The partnership with Quanta Computer enables optimized energy deployment for AI hardware production and operational data centers, ensuring that the power capacity aligns with the rapid scaling needs of AI applications and manufacturing. Bloom Energy plans to double its factory capacity to 2 GW by 2026 to meet increasing demand driven by AI and cloud computing industries, further reinforcing its role as a backbone for next-generation computing infrastructure.
Aman Joshi, Bloom Energy's global Chief Commercial Officer, stated that leaders in the AI industry cannot afford to wait for traditional grid infrastructure. The Bloom Energy–Quanta Computer partnership is part of a broader trend where Bloom collaborates with leading AI infrastructure operators like Oracle, Equinix, and American Electric Power to address the surging and projected doubling demand for AI data center electricity by 2030.
The Bloom Energy SOFC microgrids provide Quanta with a flexible, pay-as-you-grow solution, ready to scale without the need for additional transmission or distribution upgrades. The partnership offers predictability in energy costs for Quanta, addressing the rapidly increasing demand for Quanta servers to support AI facilities.
Most AI data centers are located in the United States, making this partnership a significant step towards ensuring the energy needs of the AI industry are met efficiently and sustainably. The expanded Bloom Energy and Quanta partnership is a strategic move to increase onsite power capacity, using clean fuel cell technology to meet the AI industry's growing production and data center energy demands quickly, sustainably, and efficiently.
- The expanded collaboration between Bloom Energy and Quanta Computer is not limited to increasing power capacity for AI data centers; it also includes optimizing energy deployment for AI hardware production and operational data centers.
- To meet the surging electricity demand driven by the AI and cloud computing industries, Bloom Energy plans to double its factory capacity to 2 GW by 2026, further reinforcing its role as a backbone for next-generation computing infrastructure.
