• FuelCell Energy outlined strategy to target AI data centers with modular carbonate fuel cells positioned as DC-native, continuous on-site power scalable from 1.25 MW to 500 MW+.
• Collaboration with SDCL aims to develop up to 100 MW in phased increments starting in 2027 at AI Daegu Data Center in South Korea; identified global data center pipeline targeted up to 450 MW.
• Manufacturing scale-up planned at Torrington, Connecticut, with $20-30 million of estimated capital investments in FY2026 to expand beyond 100 MW capacity, targeting up to 350 MW of annualized production capacity with additional investment.
• Carbon capture program with ExxonMobil targets shipment of two carbon capture modules to Rotterdam in Q2 FY2026, with project positioned for large-scale industrial emitters and power producers.
• Quarter ended Jan. 31, 2026 revenue rose to $30.5 million from $19 million; net loss narrowed to $26.1 million from $32.4 million; total cash including restricted cash was $379.6 million.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. FuelCell Energy Inc. published the original content used to generate this news brief on May 08, 2026, and is solely responsible for the information contained therein.