Bloom Energy Rockets 23% as Fuel Cell Tech Becomes the AI Data Center Power Play of 2026
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Bloom Energy's stock surged 23% due to its solid oxide fuel cell technology becoming a go-to solution for AI hyperscalers and cloud providers. The company's partnerships with Oracle and Brookfield Asset Management have added to its momentum, with its stock up 150% year-to-date.
Bloom Energy's stock rose 23% on Tuesday. The company's fuel cell technology is in high demand for AI data centers. Bloom Energy has partnerships with Oracle and Brookfield Asset Management. Its Q4 2025 revenue was $777.68 million, beating estimates. The company's backlog stands at approximately $20 billion. Bloom Energy's technology has an edge in the AI infrastructure race, with its servers shipping 800 volt DC ready.
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