Plug Power Inc (PLUG)

[uksausage]

pretty sure Microsoft has three different projects to assess the use of Fuel cells and data centers.

The CAT led one with Ballard was funded through DOE and has now been completed successfully (I read somewhere) probably a DOE paper.

As far as PLUG is concerned they were moving to install the second generation prototype (beta I guess) at a "test" datacenter somewhere. which will have better packaging than at Latham and of course be in an environment where Msoft controls things not PLUG.
Not sure who the third one was with a utility/system integrator led like the CAT one I know I would expect Bloom equipment. It may have been Nat gas though - still not diesel.

PLUG was then intending to have a third generation for actual commercialization packaged into 1, 2,3,5 MW or whatever size they may need. This wouldn't be until end of this year at the earliest.

Things may have changed now as the EV Charging market using very similar technology may be easier to enter with a commercialized, smaller product range and faster ROI

Yes an update next week about what to expect this year would be very helpful