Bloom Energy Corporation: The Energy Provider of the AI Era

Bloom Energy establishes itself as a key beneficiary of the AI boom, as its flexible fuel cells ensure the energy supply of new data centers independently from the overloaded public power grids. Unlike many competitors in the hydrogen sector, the company has already reached operational profitability thanks to recurring service revenues and is no longer burning cash. The stock is currently highly valued, which means that even small disappointments in quarterly results can lead to significant price corrections. Bloom Energy (NYSE: BE)...