Bloom Energy
Coverage of Bloom Energy in the Nexus archive.
- AI is turning energy into the hottest business in America
The AI boom is driving companies across industries into the energy sector, with electricity becoming a strategic asset. Ford, Bloom Energy, Fervo Energy, and GE Vernova are expanding energy storage and infrastructure amid rising demand, though challenges like project cancellations and oversaturation pose risks.
- Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
Bloom Energy stock rose 2% following a $2.6 billion partnership deal with Nebius, a European AI infrastructure company. Nebius will deploy Bloom's fuel-cell technology at its European data centers to generate electricity more efficiently. The partnership represents a significant commercial expansion for Bloom's clean energy technology in the growing AI data center sector.
- Meet the Nvidias of power — 5 stocks winning Big Tech’s $700 billion AI energy grab
Big Tech's $700 billion AI energy grab is led by infrastructure giants such as GE Vernova and Bloom Energy, who are becoming the new gatekeepers of the AI grid. These companies are winning in the AI energy sector. The Nvidias of power are emerging as key players.
- Oracle taps Bloom for 2.8 GW of fuel cells to keep datacenter binge going
Oracle has expanded its partnership with Bloom Energy to deploy up to 2.8 GW of fuel cell systems for US datacenter expansion, addressing challenges with grid connectivity and turbine availability. The collaboration highlights Bloom's role in providing on-site power solutions for datacenters.
- AI's power demands give carbon capture a new push
Tech companies like Google, ExxonMobil, Chevron, and Meta are advancing carbon capture projects to meet climate goals amid AI's energy demands. The technology, long too expensive, may now gain traction due to partnerships with energy firms and federal subsidies.