Fuse Energy is diversifying from its core business of energy supply into AI infrastructure. The company plans to offer bare-metal, single-tenant NVIDIA GPU nodes located in the UK. The first 128 NVIDIA B300 GPUs are scheduled to launch in December 2026, with an additional 1,024 units expected in the second quarter of 2027.
The firm leverages its existing energy expertise to address power constraints for data centers. Fuse currently holds a power generation pipeline exceeding 1 GW and a data center connection pipeline of 142 MW across 15 projects. The company reports that its recent solar site construction costs were approximately 30% lower than the industry average.
Since its founding in 2022, Fuse has raised €178 million. The company now serves 470,000 UK households and maintains monthly EBITDA profitability since December 2025. Its new infrastructure projects represent an investment of €1.1 billion and are expected to create 250 construction and operational jobs in the UK.
The expansion aligns with a broader trend of infrastructure financing in Europe, where companies raised approximately €2.4 billion in 2026 for AI-related projects. Fuse aims to provide local compute capacity to help British AI firms reduce their reliance on overseas hosting and ensure data remains under UK jurisdiction.
