Bloom Energy surges over 1,000% as AI data centers create insatiable appetite for power

Bloom Energy surges over 1,000% as AI data centers create insatiable appetite for power

Bloom Energy surges 1,000% as AI data centers require onsite fuel cell power; grid insufficient. Brookfield ($25B) and Oracle (2.8 GW) deals confirm trend: US IT capacity doubles 80→150 GW by 2028, making distributed power critical for stack decisions.