Fuse Energy has opened reservations for Fuse Compute, a new service offering access to NVIDIA GPUs in UK data centres. The launch marks the energy supplier's move into commercial AI infrastructure.
Businesses can now reserve capacity, with the first 128 NVIDIA B300 GPUs due to come online in December. Fuse plans to expand that initial rollout to 1,024 GPUs in the second quarter of the following year, followed by a further 22MW in the fourth quarter and 116MW from 2028.
Fuse is seeking to address a constraint that has become central to AI infrastructure in Britain: access to power. Demand for AI compute has risen sharply, while new data centre developments have faced long delays in securing grid connections.
The UK Government has estimated that the country will need at least 6GW of AI-capable data centre capacity by 2030. At the same time, waits for grid connections for new data centres can stretch to a decade, according to Fuse.
That has pushed energy supply and power availability higher up the list of competitive factors in the race to build domestic AI computing capacity. Britain is also trying to expand public compute resources, but domestic supply remains limited, leaving many UK AI businesses dependent on infrastructure hosted abroad.
Fuse says its approach combines its energy operations with data centre access. The company supplies 470,000 UK homes and holds both supplier and meter operator licences. It also has a power generation pipeline of more than 1GW and a data centre connection pipeline of 142MW across 15 projects.
The first version of Fuse Compute will provide bare-metal, single-tenant NVIDIA GPU nodes hosted in UK data centres. The service will operate under UK jurisdiction and use a UK data path, a point likely to matter to customers with requirements around data location and legal control.
Power link
Fuse argues that control over energy assets and connections can shorten the time needed to bring AI compute online. It says its most recent solar site was built at around 30% below the industry-average cost per megawatt, which it presents as evidence that it can deliver energy infrastructure at lower cost than some rivals.
Its near-term data centre projects are expected to bring 250 construction and operational jobs to the UK, according to the company. Fuse also says those projects represent GBP £1 billion of investment in UK infrastructure.
The move broadens the business beyond consumer and energy operations into the market for AI hardware access, where supply has tightened as demand for advanced chips has surged. NVIDIA processors remain in particularly high demand across start-ups, research groups and larger companies building and training AI models.
Pricing, terms and delivery will be agreed per contract, suggesting the service will initially target customers seeking dedicated capacity rather than shared, off-the-shelf cloud access.
Domestic supply
The UK's dependence on overseas compute has become a recurring concern for policymakers and technology companies. Limited home-grown supply has raised questions over resilience, sovereignty and whether British AI firms can scale locally without relying on infrastructure in other jurisdictions.
By positioning itself as both an energy operator and a compute provider, Fuse is entering a part of the market where infrastructure constraints have become as important as chip procurement. Access to land, electricity and grid connectivity now plays a major role in determining which projects can proceed quickly.
Fuse was founded by Revolut alumni Alan Chang and Charles Orr. The business says it employs more than 600 people and operates across energy generation, supply and software.
Its wider generation portfolio includes 22MW active and more than 1GW in the pipeline across the UK, the US and Europe. The company says its AI strategy is based on owning the full chain from power and land to data centres and compute.
Alan Chang, Chief Executive Officer and Co-Founder of Fuse Energy, set out the rationale for the launch in a statement accompanying the announcement. "Power is the biggest hurdle to building AI infrastructure, and it's the part we already know how to do," he said.
"Every AI company is fighting for the same scarce GPUs, and the grid can't connect data centres fast enough to keep up. Fuse Compute puts that expertise to work for the companies building the future of intelligence, and makes sure that future is built in Britain," Chang said.