Zhongtai Securities published a deep-dive report arguing that power availability is the primary bottleneck for AI data center (AIDC) construction, and that solid oxide fuel cells (SOFC) are set to accelerate as a mainstream on-site power solution due to their fast, modular deployment. The report highlights Bloom Energy's leading position and identifies a list of Chinese and global suppliers that could benefit from the SOFC supply chain.
Zhongtai Securities is bullish on the SOFC industry chain, seeing it as a key beneficiary of AI-driven power shortages, with Bloom Energy and its suppliers poised for growth.
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