Bloom Energy has introduced an 800V DC-native power architecture designed for AI data centers. The system utilizes solid oxide fuel cells to generate electricity on-site, bypassing traditional AC grid infrastructure. These units are compatible with natural gas, biogas, and hydrogen, providing flexibility in fuel selection.
For a 1 GW data center, the company projects a reduction in non-compute capital expenditures of $3.6 billion, representing a 27% decrease. Total cost of ownership savings are estimated at $5.5 billion over five years, which is approximately 9% lower than conventional AC-based systems.
NVIDIA intends to integrate 800V DC standards into its upcoming Rubin Ultra and Kyber rack architectures beginning in 2027. Industry data suggests that DC-based power systems could represent 58% of all new data center deployments by 2030.
Bloom Energy has secured partnerships with major industry players, including Oracle and Equinix. The company is currently working on a 328 MW power supply project with Nebius, supported by financial backing from Brookfield.
