Bloom Energy Could Impress After Record Year Even in a Weak Tech Environment
“Bring-your-own-power” is becoming a necessity for hyperscalers
“Bring-your-own-power” is becoming a necessity for hyperscalers
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Bloom Energy (BE) provides a critical decentralized energy infrastructure with solid oxide fuel cells and electrolyzers for nearly half a dozen hyperscalers. As competitive advantages grow, increasing investments in AI infrastructure and limited electricity capacity are becoming limiting factors to sustained growth drivers. I believe that after the record year in 2025, the trend will continue even in the struggling technology sector. Bloom Energy has boosted its product order backlog by 140% to $6 billion, thanks to increasing framework contracts....
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