The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It
Bloom Energy is becoming the standard for AI on-site power.
Overview
The massive investment in building AI data centers is one of the biggest storylines this year. It coincides with a similar headline. Power is the biggest bottleneck in developing this crucial AI infrastructure. That's driving robust demand for all forms of power, including gas, nuclear, and battery storage.
However, data centers aren't the only AI infrastructure that requires power. The companies manufacturing the chips, servers, and other equipment vital to these facilities also need energy. That's providing an additional opportunity for Bloom Energy (NYSE: BE) to cash in on the AI power story. The hydrogen fuel cell company recently expanded its partnership with MiTAC Computing Technology, a leader in high-performance, energy-efficient server solutions for AI data centers.
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Originally published at www.fool.com.