Bloom Energy: On-Site Power for the AI Boom
Reading Time: 4 minutes
AI boom beneficiary: Modular fuel cells provide on-site power in months instead of years, making it less dependent on the overloaded grid – scalable to hyperscale data centers. Strong momentum: Q3 revenue +57% ($519 million), EPS $0.15 (~50% above consensus); Oracle rollouts ≤90 days, Brookfield partnership up to $5 billion. Bloom Energy (BE) builds modular systems that generate electricity directly at the customer site – from small businesses to huge AI data centers. The significant advantage: this on-site power generation reduces...
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