Investors see a quickly growing need for what Plug Power can supply.

Plug Power ( PLUG 21.79% ) stock took off Monday morning. Shares of the hydrogen fuel cell supplier peaked with an almost 15% gain in early trading. The stock remained higher by 11.9% as of 1:30 p.m. ET.

Plug develops and commercializes hydrogen fuel cell systems. Large companies including Amazon , Walmart , and Home Depot utilize Plug's systems to power forklifts and other material handling equipment in distribution centers and warehouses.

A big announcement today has investors thinking Plug's future business could be related to an even faster-growing segment.

Plug Power can help fill growing power needs

Plug operates a green hydrogen production facility in Georgia that began liquid hydrogen shipments l

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