Bloom Energy Is Up Big This Year. Is It Too Late to Buy?
If we're still in the early stages of AI, then Bloom could have years of growth ahead.
Overview
Bloom Energy (NYSE: BE) has been on a tear in 2026 -- and for good reason, too. Imagine, for a second, an extraordinarily intelligent machine, one that can process mountains and oceans of information within seconds, resolve age-old math problems, and write computer code faster than you can spell your first and last names.
Now imagine that powerful machine sitting there, in a dark warehouse of servers, doing absolutely nothing, because there's no power to serve it. If you can imagine that, then you can understand, at least figuratively, the massive opportunity that still remains before Bloom.
Details
If 2026 has shown only the first phase of artificial intelligence (AI), then successive phases will need far more power than even today's data centers consume. Bloom's fuel-cell systems could become even more highly sought as the preferred power source for these data-crunching, power-thirsty machines.
Source
Originally published at www.fool.com.