Goldman Sachs says global data center power use could climb by as much as 165% by the end of the decade, making fast power supply more important than ever. Bloom Energy (BE) has emerged as one of the clearest winners from rising AI power demand.
Their solid oxide fuel cells can deliver electricity in weeks or months, which gives it a strong edge when AI sites need power quickly. That strength showed up in its second quarter 2026 results, released after the close on July 28, when revenue passed $1 billion for the first time and reached $1.065 billion.
