Hardware Podcasts

AMA: Fuel cells, geopolitics, and the solar growth curve

Catalyst · 17 Sept 2026 · 23m

What this episode covers

Shayle Kann, host of Catalyst and investor at Energy Impact Partners, discusses the surprising bipartisan backlash to data center growth, noting that local community opposition has moved faster than expected. He highlights Bloom Energy's success in securing large orders for fuel cells due to favorable permitting and operational data, while arguing that U.S. solar capacity will continue to grow despite tariff challenges. Kann also predicts that massive grid capacity additions are imminent, driven by multi-year regulatory cycles that are finally accelerating.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Energy Impact Partners, EnergyHub, Bloom Energy, Oracle, Anthropic, CN Woodmax, Brightfield, Voltus

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