Hydrogen-related exchange-traded funds (ETFs) have experienced a notable surge in value, with major ETFs like 'RISE Global Hydrogen Economy' and 'PLUS Global Hydrogen & Next Generation Fuel Cell' registering impressive returns. These ETFs include significant investments in companies like Bloom Energy, Plug Power, and other global hydrogen players. This surge in hydrogen ETFs comes in the wake of growing concerns over power shortages due to the expansion of the artificial intelligence (AI) industry. Hydrogen has emerged as an attractive alternative energy source, with companies like Bloom Energy and Plug Power leading the charge in the U.S. market. Bloom Energy's monthly returns have surged by 73.27%, while Plug Power saw a rise of 25.63%. The increasing demand for hydrogen is partly attributed to the projected rapid growth in power consumption, especially in data centers, which are expected to experience a 160% increase in power usage over the next two years. Concerns over power availability in AI data centers by 2027 further underscore the need for alternative energy solutions. While the market sentiment towards hydrogen appears positive, experts caution against short-term investments in hydrogen stocks due to their volatile nature. Companies like Bloom Energy and Plug Power are yet to achieve sustained profitability, emphasizing the risks associated with investing in this sector. Jeong Hye-jung, a researcher at KB Securities, highlights the importance of maintaining low hydrogen prices and ensuring a stable supply for hydrogen fuel cell power generation to succeed in the long term.