# SMP 268:  Fuel Cells Powering AI Data Centers and Intersolar Insights

Page: https://stenobird.com/podcast/solar-maverick-podcast-75045/smp-268-fuel-cells-powering-ai-data-centers-and-intersolar-insights
Text version: https://stenobird.com/podcast/solar-maverick-podcast-75045/smp-268-fuel-cells-powering-ai-data-centers-and-intersolar-insights.md
Podcast: [Solar Maverick Podcast](https://stenobird.com/podcast/solar-maverick-podcast-75045)
Published: 2026-03-13T18:00:54+00:00
Episode link: https://solarmaverick.podbean.com/e/smp-268-fuel-cells-powering-ai-data-centers-and-intersolar-insights/
Audio file: https://mcdn.podbean.com/mf/web/8gyhksvpuqs3a6d8/League_Ep_44anqr1.mp4
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JSON: https://stenobird.com/v1/public/podcasts/solar-maverick-podcast-75045/episodes/smp-268-fuel-cells-powering-ai-data-centers-and-intersolar-insights
Duration seconds: 405

## Resource

In episode 44 of The League, in this episode, Benoy Thanjan (Solar Maverick) and David Magid discuss the growing role of fuel cells powering AI data centers, including how companies like Bloom Energy are enabling on-site, reliable electricity using existing gas infrastructure. They also cover the U.S. Department of Energy’s $26 billion loan program supporting major energy infrastructure projects, including nuclear and natural gas facilities. Benoy shares key insights from Intersolar North America in San Diego, highlighting major industry themes such as energy storage growth, distributed energy resources, AI-enabled energy software, automation in solar construction, and ongoing uncertainty around Foreign Entity of Concern (FEOC) guidance.

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## Transcript

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