Steve - they did speak about the Data Center opportunity as a significant one, though they did not mention MSFT specifically. Also, if I am not mistaken, Andy hopes to be +ve this year. Some of the application opportunities mentioned are huge.
Steve - Shail - Hydrogen Fuel Cells for Data Centers are another GSE / MULAG.
There are several other ways to provide back-up power to data centers which are much cheaper, and much more practical than Fuel Cells. Microsoft and others have determined from their tests and trials that Hydrogen Fuel Cells work , but there are much better and more economical solutions available.