Core Insights - The article highlights the rapid deployment of AI data center SOFC (Solid Oxide Fuel Cell) power supply projects, which are attracting major companies like Oracle and Intel due to their high efficiency, continuous operation, and modular construction [1] Group 1: Market Opportunity - SOFC currently has a penetration rate of only about 1.1% in the data center power market, indicating significant growth potential [1] - The average selling price of leading suppliers has decreased by 50%, approaching a critical point for large-scale commercialization [1] Group 2: Industry Structure - The SOFC industry chain is divided into three main segments: upstream materials, midstream components and stacks, and downstream system integration [1] - The company mentioned is the largest single-cell SOFC supplier in the European market, positioning itself strongly within the industry [1]