In-depth analysis of hydrogen, ammonia, methanol, SAF and biofuel markets — intelligence to support data-driven decisions across the energy transition.
Clean hydrogen investment reached $110 billion across 510 projects in 2025, and for the first time that figure cannot be explained without talking about artificial intelligence (BCC Research, 2026). The two industries used to occupy separate conversations, one about servers and chips, the other about electrolyzers and pipelines. That separation is gone. Hyperscalers need power at a scale the grid was not built for, and hydrogen companies are using AI to make their own project
In a strategic pivot that could reshape both the hydrogen and data center industries, Plug Power has signed its first-ever Letter of Intent with an unnamed US data center developer, marking a significant milestone in the convergence of clean energy technology and digital infrastructure. Announced November 13, 2025, the non-binding agreement positions Plug Power's fuel cell systems as backup and auxiliary power solutions for data center operations—a market experiencing explosi
