LS Electric has booked a 185.3 billion won ($138.5m) order from Bloom Energy to supply electrical equipment for a fuel cell-powered data center in Pennsylvania. Deliveries run April to July next year.

The Korean manufacturer will provide 38kV high-voltage switchgear (equipment that routes and protects power circuits) plus distribution transformers for the site. Neither company named the customer, but the gear most likely heads to Aligned Data Centers' "Project Phoenix" campus in Shippingport, Pennsylvania, where Bloom plans to deploy up to 2GW of fuel cells behind-the-meter — generating power on-site rather than drawing fully from the grid.

What does this change for LS Electric?

It doubles down on a working relationship. The two firms signed a 319 billion won ($216.5m) contract in April covering similar systems for a large-scale data center project in New Mexico — widely understood to be the Project Jupiter facility that Oracle and BorderPex Digital Assets are developing in Doña Ana County, though the companies haven't said so explicitly.

Two deals inside eight months, worth a combined 504.3 billion won ($355m), signal that Bloom's data center pipeline now generates repeat, volume orders for its supply chain. For LS Electric, that's a US demand base anchored to one of the fastest-growing power segments: AI compute.

Bloom's fuel cell position, in numbers

Bloom remains the leading vendor of fuel cells purpose-built for data centers. Its solid oxide fuel cells (SOFCs — devices converting fuel to electricity through an electrochemical reaction rather than combustion) claim higher efficiency and lower emissions than combustion-based generation. The order book tells the story:

• Oracle: an initial 1.2GW deal signed last year, expanded earlier this year to up to 2.8GW. Deployments are underway and continue into next year.
• Equinix: deployments across 19 data centers exceeding 100MW.
• American Electric Power: up to 1GW of SOFCs to power AI data centers off-grid.
• Brookfield: a $5 billion AI infrastructure partnership signed last year, with Brookfield investing to support development and deployment of Bloom's technology.

Why switchgear matters here

Fuel cells at the 2GW scale don't plug in like rooftop solar. High-voltage switchgear and distribution transformers sit between the fuel cell array and the data center's electrical loads, managing voltage stepping and protection. Every gigawatt of Bloom deployment creates corresponding demand for that hardware — which is exactly what LS Electric is now capturing twice.

The Pennsylvania timeline matters too. Equipment arriving April through July next year suggests the Project Phoenix campus, currently under construction, targets energization in the second half of 2026. That fits the broader pattern: hyperscalers and colocation operators racing to bring generation online as fast as the compute itself.