Group 1 - Bloom Energy, a leader in the SOFC industry, has announced that all its server shipments now natively support 800VDC, eliminating the need for high-voltage AC transformers [1] - The company is currently developing products to quickly adapt to AI workloads, which may further reduce battery demand in the future [1] - The U.S. has over 4,000 data centers, the highest globally, with major operators having more than 300 data centers under construction; an estimated additional IT capacity of 55GW is expected in the U.S. from 2025 to 2030 [1] Group 2 - According to Changjiang Securities, Yishitong can achieve self-supply in key areas of the SOFC supply chain, including critical powder materials, single cells, stacks, and key components, enabling cost reduction through scale [2] - Dayang Electric has developed key components for hydrogen fuel cells [3]