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ft.com

Fuel cell groups ride AI wave as data centres strain the power grid

Bloom among companies whose stock has surged as Big Tech turns to niche energy providers to power its sites

martedì 3 febbraio 2026 New tab

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Data centre groups plan lobbying blitz to counter AI energy backlash

Companies set to increase advertising spending this year to defuse growing public opposition to vast projects

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Manufacturers pivot from EV batteries to storage as AI boom drives demand

Retooling of factories comes as cell makers have cancelled enough capacity to produce 2mn electric cars

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Consultancies set for fastest growth in years on back of AI boom

Companies are seeking advice on how to provide energy to data centres and profit from artificial intelligence

ft.com·4 mesi fa
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Ford shares surge after launch of power unit for data centres

New subsidiary pivots to energy storage batteries for AI after disastrous electric vehicle writedown

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Shares of China’s battery champion soar 10% as AI boom boosts demand

CATL rides surge in data centres as focus moves beyond electric vehicles

ft.com·3 mesi fa
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Amazon-backed nuclear developer X-energy surges in trading debut

Company taps rising demand for electricity from data centres to power AI boom

ft.com·2 mesi fa