Ceres Power Stock Faces a Fresh Test as Delta-Centrica Fuel-Cell Deal Targets AI Data Centres
Ceres Power Holdings plc on Thursday said Delta Electronics, its manufacturing partner, has teamed up with Centrica in a new infrastructure deal targeting UK and European data centres and energy-heavy industries. The focus: off-grid solid oxide fuel cells. Delta manufactures fuel-cell stacks and systems under license from Ceres. Centrica, for its part, has an existing strategic partnership with Ceres aimed at accelerating rollout of the technology. The deal comes at a moment when power supply, not only land or chips, is turning into a choke point for AI data-centre buildouts. Centrica and Delta flagged that surging demand from data centres and big industrial users is overwhelming the grid. They described it as a "multi-gigawatt on-site power opportunity."