Punching Out: M&A North American PCB and EMS Deals for the First Half of 2025
The Chemical Connection: Sales Organization from a Capital Equipment Perspective
Marcy’s Musings: From Pitch to PO—The Sales Stack
Bloom Energy, Quanta Computer Expand Partnership to Power AI Revolution
November 11, 2024 | BUSINESS WIREEstimated reading time: 1 minute
Bloom Energy, a world leader in solid oxide fuel cell (SOFC) technology, and Quanta Computer Inc., a premier Taiwanese electronics manufacturer, announced a major expansion of an existing agreement to power the production of critical hardware serving the AI industry. The new agreement increases the power capacity of Quanta’s existing Bloom SOFC installation by more than 150 percent and will circumvent a costly utility interconnection delay to keep up with rapidly growing demand for orders.
AI is one of the fastest growing technologies today that is reshaping industries and poised to be a major economic driver worldwide. Most AI data centers are located in the United States and demand for Quanta servers to support these facilities is quickly increasing, requiring access to reliable power – which is a challenge in Silicon Valley where both real estate and grid power are severely constrained.
When Quanta’s manufacturing expansion in Fremont was impeded by costly interconnection delays to the local electric utility, they turned to an islanded Bloom Energy SOFC microgrid installation to reliably deliver the power it needed to serve the fast-paced AI sector.
As demand for Quanta’s products continues to grow, the company decided to expand its Bloom microgrid solution.
“Leaders in the AI industry like Quanta simply do not enjoy the luxury of being able to wait for traditional grid infrastructure, because the marketplace won’t wait for them,” said Aman Joshi, Bloom Energy’s global Chief Commercial Officer. “Bloom’s SOFC microgrids provide AI customers with a flexible, pay-as-you-grow solution that is ready to scale and avoids additional transmission or distribution upgrades. This effectively shortens interconnection permitting associated with traditional infrastructures.”
Bloom is on-track to deliver the expanded power capacity for Quanta ahead of schedule early next year, demonstrating significant Time to Power advantages Bloom’s solution offers over the grid. The expansion of this partnership will create Bloom’s largest islanded, load-following industrial installation.
Bloom’s microgrid solution will continue to address Quanta’s short- and long-term needs for energy and provide resilience to unplanned power outages and predictability in energy costs.
Share on:
Testimonial
"Advertising in PCB007 Magazine has been a great way to showcase our bare board testers to the right audience. The I-Connect007 team makes the process smooth and professional. We’re proud to be featured in such a trusted publication."
Klaus Koziol - atgSuggested Items
Siemens, UMC Collaborate to Advance EM/IR Drop Analysis with mPower Technology
07/22/2025 | SiemensSiemens Digital Industries Software announced that it has collaborated with United Microelectronics Corporation (UMC), a leading global semiconductor foundry, to implement Siemens' mPower™ software for electromigration (EM) and IR drop analysis, enabling chip designers to optimize performance and enhance reliability.
Epirus Receives $43.5 Million Contract from U.S. Army for IFPC-HPM Generation II Systems
07/18/2025 | PRNewswireEpirus announced a $43,551,060 contract from the U.S. Army's Rapid Capabilities and Critical Technologies Office (RCCTO).
Eaton Signs Agreement to Acquire Resilient Power Systems
07/16/2025 | BUSINESS WIREIntelligent power management company Eaton announced it has signed an agreement to acquire Resilient Power Systems Inc., a leading North American developer and manufacturer of innovative energy solutions, including solid-state transformer-based technology.
Beyond Design: Refining Design Constraints
07/17/2025 | Barry Olney -- Column: Beyond DesignBefore starting any project, it is crucial to develop a thorough plan that encompasses all essential requirements. This ensures that the final product not only aligns with the design concept but is also manufacturable, reliable, and meets performance expectations. High-speed PCB design requires us to not only push technological boundaries but also consider various factors related to higher frequencies, faster transition times, and increased bandwidths during the design process.
Copper Price Surge Raises Alarms for Electronics
07/15/2025 | Global Electronics Association Advocacy and Government Relations TeamThe copper market is experiencing major turbulence in the wake of U.S. President Donald Trump’s announcement of a 50% tariff on imported copper effective Aug. 1. Recent news reports, including from the New York Times, sent U.S. copper futures soaring to record highs, climbing nearly 13% in a single day as manufacturers braced for supply shocks and surging costs.