This week’s episode features special guest Heather Clancy from Trellis, who discusses why some data center companies see fuel cells as an attractive option for onsite power. The country added 72 gigawatts of solar in the first half of 2026, after adding 93 gigawatts in May 2025 alone. Equinix has 73 megawatts of Bloom fuel cells online and another 35 megawatts contracted for 19 sites in six states. One of their Silicon Valley sites will run on fuel cells as primary power, with the grid as backup. Goldman Sachs thinks fuel cells could cover up to 15% of new data center power demand, at least 8 gigawatts by 2030.