Bloom Energy to supply SOFC on-site power for AOI's GigaLight
Bloom Energy is moving into Taiwan's AI optical-communications supply chain: Hexi Energy said it will help GigaLight, the Taiwan operating site of US optical-component maker Applied Optoelectronics (AOI), install Bloom Energy solid-oxide fuel cell (SOFC) on-site power generation to improve supply reliability during expansion. Hexi Energy is acting as EPC contractor for planning, design, equipment integration and construction, with the project slated for completion and operation in Q1 2027. The project has applied for a Ministry of Economic Affairs Energy Administration subsidy for stationary fuel-cell systems; eligibility and amount are still under review.
As AI data centres drive fast optical-communications expansion, time-to-power is becoming as decisive as cost, making on-site generation part of supply-chain build-outs.