Replies to post #50582 on Plug Power Inc (PLUG)

[Jack_Bolander]

Steve - As I have said many times, there are much better options for Data Centers than Hydrogen Fuel Cells which may explain why there are no real deals yet.

Maybe with Tomorrow's PR.

I was VERY DISAPPOINTED to hear that Walmart is not including Hydrogen or Fuel Cells in their thousands of Charging Centers announced today. I suspect that their knowledge and experience with Hydrogen has influenced their decision.

[uksausage]

They have installed a 1 MW stationary system (pre-commercialization) with ETL - not announced as such but press coverage from ETL.

They formally release their large scale Stationary power systems this quarter, I think they are not announcing orders but will wait for installations like the H2 hubs.
They will include them in the SEC reports under backlog details

I believe they have settled on 1 MW and 2.5 MW solutions, and would expect Microsoft's test DC to be getting one of the first 2.5 MW systems - that was sort of announced in. the discussions at the business update - next step test DC in 2023 and then hopefully first real DC in 2024/2025.

As Jack likes to point out the economics of them isn't there yet but as H2 production scales and incentives kck in the position will change, just not in 2023.