Plug Power Inc (NASDAQ:PLUG) shares are surging Thursday morning as a blowout quarterly report from Microsoft reignites investor appetite across the clean energy and artificial intelligence power sectors.

Here's what investors need to know.

Plug Power stock is among today's top performers.

Why are PLUG shares rallying?

Microsoft Earnings Signal Massive AI Infrastructure Expansion Microsoft posted strong fourth-quarter financial results, delivering revenue of $90.01 billion, up 18% year-over-year, and earnings of $4.74 per share.