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グローバル人工知能(AI)熱風でビッグテック企業のデータセンター電力確保に非常事態になった中で、斗山フューエルセルの燃料電池が核心代案として浮上し証券街のバラ色の展望があふれている。第1四半期のオフシ..
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グローバル人工知能(AI)熱風でビッグテック企業のデータセンター電力確保に非常事態になった中で、斗山フューエルセルの燃料電池が核心代案として浮上し証券街のバラ色の展望があふれている。第1四半期のオフシ..
매일경제 mk.co.kr
🕐 2026년 5월 9일 PM 01:47
Article

Doosan Fuel Cell's Fuel Cells Emerge as Alternative Amid AI Data Center Power Shortage

As the global AI boom creates an urgent need for data center power, Doosan Fuel Cell's fuel cells are emerging as a key alternative, drawing positive outlooks from the stock market.
Sat May 09 2026

AI Era Accelerates Data Center Power Shortage

The global artificial intelligence (AI) boom is intensifying, causing an urgent situation for big tech companies to secure power for their data centers. The advancement of AI technology demands massive computational power, leading to a surge in power consumption by data centers. Consequently, a stable and efficient power supply has emerged as a critical challenge.

Doosan Fuel Cell's Fuel Cells Emerge as Key Alternative

In this context, Doosan Fuel Cell's fuel cells are gaining attention as a crucial alternative for data center power, leading to positive forecasts from the stock market. Doosan Fuel Cell recorded preliminary sales of 144.8 billion won in the first quarter of 2026, a 45.2% increase year-on-year, demonstrating improved performance. This is regarded as an earnings surprise despite it being an off-season, proving the improvement in its core business structure.

*Source: 매일경제 (2026-05-09)*

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