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Sustainable Development Capital LLP and FuelCell Energy Forge Strategic Data Center Power Collaboration

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DANBURY, Conn., Jan. 20, 2026 (GLOBE NEWSWIRE) -- Sustainable Development Capital LLP (SDCL) and Fue...

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AI Summary

FuelCell Energy (FCEL) has partnered with Sustainable Development Capital LLP to deploy 450 MW of fuel-cell power systems, targeting the growing energy demands of data centers driven by AI. This collaboration aims to enhance reliability and cost-effectiveness in energy supply, positioning FCEL as a key player in evolving energy architectures which could drive future revenue growth.

Sentiment Rationale

The partnership with SDCL indicates FCEL's proactive stance in addressing energy demands, which historically correlates with stock price increases during strategic growth phases.

Trading Thesis

FCEL is a buy as it expands into high-demand data center power solutions within the next year.

Market-Moving

  • FCEL's collaboration can significantly enhance its market position in AI-driven energy solutions.
  • Growth in data center power demand could drive substantial revenue for FCEL.
  • Successful deployment of 450 MW may lead to increased investor confidence in FCEL.
  • Partnership with SDCL provides financing stability for FCEL's projects.

Key Facts

  • FCEL partners with SDCL for 450 MW fuel-cell power systems.
  • Collaboration targets data centers' growing power demands due to AI.
  • FuelCell Energy's tech promises reliable, scalable, and efficient power solutions.
  • The initiative addresses grid constraints and decarbonization goals effectively.
  • SDCL specializes in financing energy infrastructure projects globally.

Companies Mentioned

  • Sustainable Development Capital LLP (N/A): Provides financing expertise for FCEL's infrastructure projects.

Corporate Developments

This news falls under corporate developments as it outlines a significant strategic partnership that can shape FCEL's operational capabilities in the energy market, particularly given the rising demand for reliable energy solutions in the tech sector.

FuelCell Energy and SDCL Announce Strategic Power Collaboration for Data Centers

DANBURY, Conn., January 20, 2026 — Sustainable Development Capital LLP (SDCL) and FuelCell Energy, Inc. (Nasdaq: FCEL) have teamed up to explore a significant deployment of up to 450 megawatts of advanced fuel-cell power systems. This initiative aims to support the expansion of data centers and other essential distributed power requirements on a global scale. The collaboration signifies a shared understanding that the rise of artificial intelligence (AI) necessitates a substantial transformation in data center power architectures.

Collaboration Overview

The joint effort combines FuelCell Energy’s innovative distributed baseload power technology with SDCL's extensive experience in financing and operating scalable energy solutions. This partnership is founded on a letter of intent that outlines their commitment to enhancing energy availability, resilience, and cost-effectiveness for energy-intensive applications.

  • Deployment of up to 450 megawatts of fuel-cell systems.
  • Focus on enhancing resilience and sustainability in data center operations.
  • Strategic alignment with the industry's shift towards decentralized power solutions.

Addressing Energy Demands in a Changing Landscape

As AI and high-performance computing continue to grow, the requirements for power are evolving. It's no longer just about capacity; it involves a rethinking of power architecture entirely. FuelCell Energy's systems are uniquely positioned to meet these needs, generating continuous, megawatt-scale direct DC power. This capability allows for seamless integration with current infrastructure while providing the flexibility to transition to centralized 800-volt DC power as required.

Moreover, the collaboration promises to improve Power Usage Effectiveness (PUE) by utilizing waste heat for applications like absorption chilling, which can enhance overall data center efficiency.

Statements from Leadership

Jonathan Maxwell, CEO of SDCL, emphasized the partnership’s alignment with their mission: “We invest in energy-efficient infrastructure that delivers long-term value while supporting the evolution to a cleaner energy system. We believe that FuelCell Energy’s technology aligns well with that vision, offering reliable, high-availability power with significantly lower emissions.”

Jason Few, President and CEO of FuelCell Energy, further elaborated, stating, “Our collaboration with SDCL brings together a differentiated technology platform and a partner with deep experience financing and operating projects at scale, creating a pathway to deploy distributed fuel-cell capacity to support data-center growth and mission-critical power needs.”

About Sustainable Development Capital LLP

SDCL is a leader in developing, investing in, and operating decentralized energy infrastructure across the United States, the UK, and Europe. Established in 2007, the firm manages approximately US$2.5 billion in assets and specializes in projects that provide essential onsite energy services under long-term contracts.

About FuelCell Energy

FuelCell Energy, Inc. specializes in delivering innovative and sustainable power solutions designed to minimize emissions and ensure operational continuity. With over 55 years of experience and more than 600 modules deployed worldwide, FuelCell Energy is committed to assisting customers in achieving their immediate and long-term energy goals.

Forward-Looking Statements

This announcement contains forward-looking statements as defined under the Private Securities Litigation Reform Act of 1995. These statements involve risks and uncertainties that could cause actual results to differ from projected outcomes, including potential challenges related to the company’s restructuring plan, operational costs, and market conditions.

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