This Unstoppable Onsite Power Stock Is Quietly Solving AI's Biggest Bottleneck

Published July 2, 2026 · Category: Finance

Overview

Bloom Energy (NYSE: BE) is perfectly positioned for the artificial intelligence spending boom underway today. In fact, the company's backlog for hydrogen fuel cells at the start of 2026 rose over 2.5x year over year, hitting $6 billion. But the real story here is the other $14 billion of the total $20 billion backlog, which is related to services.

Bloom Energy makes hydrogen fuel cells. They are built in a factory and can be delivered wherever they are needed to provide on-site power. The power generated doesn't produce greenhouse gases, either, so it is clean energy. The company has been building its business and improving its technology for many years, but the current environment is almost the perfect setting for success.

Image source: Getty Images.

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Originally published at www.fool.com.

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