this is going to drive data center operators to operate their power fleets more often, and demand new forms of more prime power. such as fuel cells, lightcell portable dyson spheres (like 10 MW a container?? maybe) and turbines, if you can get them. even micronukes?
https://www.nytimes.com/2026/07/02/business/energy-environment/electric-grid-data-centers-pjm.html
Users highlight pairing fuel cells with batteries to manage subhourly load volatility, calling it an ideal match for reliable power in large deployments like Bloom Energy's.
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@NatBullard @SimonMahan Want to see how these stats trend as the sites get bigger
Also curios if the data center end market use case impacts the cells performance given the inherently volatile load profiles
Useful data on Bloom Energy fuel cell performance from Diamond State Generation Partners' combined 27.5MW of assets.
Pretty stable generation and heat rates.
@NatBullard Maybe the clean firm race is between fuel cells and geothermal right now
@ShanuMathew93 @NatBullard Eh, pair a fuel cell with a battery to handle subhourly load volatility and it's a match made in heaven.
@ShanuMathew93 @NatBullard @SimonMahan I don’t see how site size would matter actually given the modular nature of the product there really shouldn’t be a big difference. Fuel cells are pretty easy to ramp up/down from the data sets ive seen as well, not quite as good as CTs but reasonable enough.
