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Beyond Bloom Energy: This Fuel Cell Company Landed a Huge Data Center Deal

Bloom Energy stock has surged on data center power demand. Could FuelCell be the next big winner?

Beyond Bloom Energy: This Fuel Cell Company Landed a Huge Data Center Deal

Published July 10, 2026 · Category: Finance

Overview

As hyperscalers build out artificial intelligence (AI) data centers at a staggering pace, they face a massive bottleneck: a lack of reliable energy.

One of the biggest beneficiaries over the past year is Bloom Energy (NYSE: BE), the fuel cell manufacturer, whose stock has surged more than 1,000% since the start of 2025. The company is seeing incredibly robust demand from data center operators, illustrating a massive opportunity for companies that can quickly address the growing energy needs.

Details

Another company that's made headlines with a data center deal of its own is FuelCell Energy (NASDAQ: FCEL). The company could be the next big winner as demand for power surges, but investors should know a few things before buying the stock.

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Source

Originally published at www.fool.com.

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