The “One Big Beautiful Bill Act” (OBBBA) is more than a legislative milestone—it’s a turning point for American energy leadership. While some headlines have claimed that clean energy was left behind, the truth is that this bill directly supports the fuel cell industry and gives the United States a competitive edge in data center infrastructure, grid resilience, and clean manufacturing.
The bill also reinstates the Investment Tax Credit (ITC), a critical tool for accelerating the deployment of U.S.-built fuel cell platforms. The ITC’s flexibility—especially its transferability and long-term visibility—gives developers and investors the confidence to scale.
During a recent Senate Committee on Commerce, Science, and Transportation. Commerce Committee hearing, a panel of experts, including companies that are building some of the largest data centers in the U.S., emphasized that data center development requires very significant, up-front, capital investments. Using basic math, this means that a 100MW power solution for a data center project that would cost approximately $500 million, could cost closer to $350 million, provided of course the taxpayers meet all the regulatory requirements. If we want to accelerate these investments to protect the grid and the people who rely on it, this is exactly the type of policy that Congress should be advancing.
Congress also made the right call to preserve the transferability of key tax credits. For small- and mid-sized companies, this is a lifeline. It allows them to monetize credits and secure the financing needed to grow—adding shifts, hiring workers, and delivering power solutions faster.
We also support Congress’ decision to modify hydrogen provisions in the bill. Companies that have made significant investments in hydrogen deserve policy stability, and Congress delivered.
The OBBBA doesn’t pick winners and losers—it recognizes the unique strengths of each clean energy technology. Fuel cells are dispatchable, scalable, and built for the demands of a digital, electrified future. This bill gives us the tools to lead.