Could also be a positive for PLUG if they decide to use onsite green h2 or use green H2 trucked in. Also, BE can use green H2 as they are agnostic as to what the source is, but the client pays the freight. Another thing that could lower cost are the new chips from NVidia that use 25% less power.
Hydrogen (fuel cell) as primary energy source (not backup)!
Hydrogen fuel cell plant proposed for 600MW London data center campus Developers of Havering campus reveal low-carbon plans June 11, 2024 By Matthew Gooding
The developers behind a massive 600MW data center campus being planned for east London, UK, say it could house a hydrogen fuel cell energy generation plant.
Reef Group is planning to build the campus on a 175-acre Green Belt site on Dunnings Lane and Fen Road in the London borough of Havering. First proposed in 2022, it would comprise 12 buildings and cost £5.3 billion ($5.97bn) to build. The scheme could see over 1,200 jobs created in Havering. ..... The campus will house a 64,000 sq ft (6,000 sqm) hydrogen fuel cell energy generation plant. These fuel cells are able to take hydrogen and combine it with air to produce electricity, and the technology is seen as a potentially promising solution to the growing energy needs of data centers and the wider power grid. Reef Group does not specify how it will obtain hydrogen for the system, or how much power it is expected to generate.
Backup power generators at the data center campus will run on hydro-treated vegetable oil (HVO), rather than diesel, the document says. The company had previously disclosed that it plans to recover heat from the data halls so that it can be used by local farmers, and says it will reserve 30,100 sq ft (2,800 sqm) of space for equipment needed to send heat to a district heating system. East London is home to several district heating schemes. ..... https://www.datacenterdynamics.com/en/news/london-data-center-campus-havering-hydrogen-fuel-cell/
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