The agreement comes as demand for AI infrastructure accelerates globally, making access to clean and reliable power a strategic competitive advantage. Grid interconnection queues in many major markets have become a bottleneck for data center development, and onsite generation is increasingly viewed as a means to bypass those constraints. Doug Adams, CEO of NTT Global Data Centers, said the company's clients are building AI capabilities at a pace the grid alone cannot always match, and that speed to power has become one of the defining factors in delivering capacity when and where it is needed. He noted that Bloom's onsite power provides a reliable, scalable way to bring capacity online alongside construction while honoring the company's commitment to the communities where it builds and operates, adding that the fuel cells' low emissions, minimal water use and quiet operation matter as much as the megawatts themselves. Aman Joshi, Executive Vice President and Chief Commercial Officer at Bloom Energy, said companies that can secure power quickly will have a differentiated advantage and accelerated path to revenue, and that the partnership with NTT Global Data Centers establishes a foundation in key strategic markets and creates a model that can extend across the operator's international portfolio.
The agreement is designed to expand across NTT DATA's global data center portfolio and reach gigawatt scale, reflecting a broader industry trend of hyperscale and colocation operators contracting large-scale onsite power to support AI-driven capacity growth. For Bloom Energy, the deal underscores the fuel cell maker's push into international data center markets beyond its U.S. base, while for NTT DATA it provides a scalable power strategy across its global footprint as the company continues to invest heavily in AI and digital infrastructure.
