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I'm Calling It: Bloom Energy Will Be the Biggest Winner of the AI Power Crunch for 1 Reason
Bloom Energy reports second-quarter revenue above one billion dollars, a jump of 166 percent from the same period last year. The company makes solid oxide fuel cells that can bring a data center online in about three months without waiting for a utility grid connection. That speed is attracting artificial intelligence customers who cannot wait years for traditional power hookups. Bloom now holds roughly 2.7 billion dollars in cash and has raised its full-year revenue guidance to between 3.9 billion and 4.2 billion dollars, nearly double its 2025 result. Shares have climbed more than 150 percent this year, though the stock trades at a very high multiple of trailing earnings. Management sees continued demand from data centers as the build-out of AI infrastructure remains in its early stages.
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I'm Calling It: Bloom Energy Will Be the Biggest Winner of the AI Power Crunch for 1 Reason
Bloom Energy reports second-quarter revenue above one billion dollars, a jump of 166 percent from the same period last year. The company makes solid oxide fuel cells that can bring a data center online in about three months without waiting for a utility grid connection. That speed is attracting artificial intelligence customers who cannot wait years for traditional power hookups. Bloom now holds roughly 2.7 billion dollars in cash and has raised its full-year revenue guidance to between 3.9 billion and 4.2 billion dollars, nearly double its 2025 result. Shares have climbed more than 150 percent this year, though the stock trades at a very high multiple of trailing earnings. Management sees continued demand from data centers as the build-out of AI infrastructure remains in its early stages.