The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It

2 weeks ago 28

Matt DiLallo, The Motley Fool

Mon, August 10, 2026 astatine 5:35 AM CDT 4 min read

The monolithic concern successful gathering AI information centers is 1 of the biggest storylines this year. It coincides with a akin headline. Power is the biggest bottleneck successful processing this important AI infrastructure. That's driving robust request for each forms of power, including gas, nuclear, and artillery storage.

However, information centers aren't the lone AI infrastructure that requires power. The companies manufacturing the chips, servers, and different instrumentality captious to these facilities besides request energy. That's providing an further accidental for Bloom Energy (NYSE: BE) to currency successful connected the AI powerfulness story. The hydrogen substance compartment institution precocious expanded its concern with MiTAC Computing Technology, a person successful high-performance, energy-efficient server solutions for AI information centers.

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A idiosyncratic with a laptop adjacent a powerfulness substation.

Setting the modular for AI onsite powerfulness beyond information centers

Bloom Energy volition deploy substance compartment systems for an islanded microgrid astatine MiTEC's AI server manufacturing field successful Fremont, California. It's an enlargement of its existing concern with MiTEC. Bloom has besides installed a substance compartment microgrid astatine the company's San Jose manufacturing facility.

Companies similar MiTEC are facing the aforesaid powerfulness constraints arsenic AI information halfway developers. They request much powerfulness quickly, which is an contented fixed the clip required for permitting and grid interconnection. They can't hold for the grid to proviso their needs, which is wherefore they're turning to Bloom Energy's rapidly deployable onsite powerfulness solutions.

MiTEC is 1 of the astir 2 twelve AI infrastructure companies present deploying Bloom Energy's solutions. It's presently providing them with astir 250 megawatts (MW) of contracted capacity, up from astir zero for this conception 2 years ago. That's successful summation to the hundreds of MWs of substance compartment exertion Bloom has deployed astatine information centers. This fig volition turn rapidly, driven successful portion by the enlargement of respective strategical partnerships. Cloud elephantine Oracle expanded its strategical concern with Bloom successful April to deploy up to 2.8 gigawatts (GW) to accelerate AI infrastructure build-out. Meanwhile, planetary concern steadfast Brookfield Asset Management expanded its strategical AI concern with Bloom fivefold to $25 cardinal successful June.