Overlooked AI stock is growing faster than Nvidia

AI stocks similar Nvidia (NVDA) have taken haymakers for overmuch of the year, with investors firmly successful "show-me" mode. 

Circular financing, ballooning hyperscaler spending, and questions implicit risk-reward proceed weighing down the market. 

Yet 1 overlooked sanction tied to that buildout emerged arsenic a standout.

AI power-infrastructure banal Bloom Energy (BE) reported Q2 2026 results connected July 28 against a demanding Wall Street setup, according to Yahoo Finance. 

What followed wasn't conscionable a beat. It was a effect beardown capable to revamp expectations astir the gait of its AI-driven powerfulness growth.

The onsite-power specializer breezed past some its top- and bottom-line forecasts, backing a presumption that surging data-center request is translating into tangible fiscal momentum.

Bloom's blowout suggests not lone that the AI commercialized mightiness beryllium weakening, but besides that worth mightiness beryllium shifting toward the businesses supplying the energy needed to support it running.

Is Bloom Energy truly increasing faster than Nvidia?  

Based purely connected percent growth, the reply is an unequivocal yes.

Bloom Energy's Q2 results jumped 166% twelvemonth implicit year to a grounds $1.07 billion, compared to Nvidia's 85% maturation to $81.6 billion successful its latest quarter. 

Bloom's merchandise income were adjacent stronger, climbing 215.4% to $935.4 million arsenic AI data-center operators flocked to unafraid onsite electricity.

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The existent prima of the show, though, was its bottommost line. 

Adjusted EPS surged to 78 cents, astir treble analysts' 41 cents estimate, portion income exceeded the $826.1 million statement by astir 29%. Non-GAAP gross borderline expanded 604 ground points to 34.3%, and non-GAAP operating borderline jumped from 7.1% to 22.5%. Operating currency travel besides swung from a $213.1 cardinal outflow to a $226.4 cardinal inflow.

Guidance arguably stood retired adjacent more. 

Bloom lifted 2026 gross guidance from $3.4 cardinal to $3.8 billion to $3.9 cardinal to $4.2 billion, implying 100% maturation astatine the midpoint. The midpoint of adjusted EPS guidance roseate astir 32% to $2.70, portion operating-income guidance accrued to $800 cardinal to $900 million. 

Still, for investors to dainty Bloom Energy arsenic "the adjacent Nvidia" would beryllium a large stretch.

Nvidia generated astir 77 times Bloom's quarterly sales, adding astir $37.6 billion successful year-over-year sales, versus Bloom's $664 million increase. Nvidia besides carries a astir 75% non-GAAP gross borderline and guided for $91 billion adjacent quarter's revenue.