The rapid growth of AI data centers is causing a projected 19-gigawatt electricity shortfall in the US by 2028, enough to power 16 million homes. This power gap makes onsite power solutions critical, with Bloom Energy positioned to benefit by deploying modular fuel cells quickly at customer sites. Bloom has secured major contracts with Oracle, American Electric Power, and Brookfield Asset Management, and its revenue surged 130% year-over-year in Q1 2026. While risks remain in scaling production and fuel supply, Bloom’s fast deployment timeline offers a clear advantage over traditional power plants, making it a key player in addressing AI’s electricity bottleneck.

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Dell leads AI server stocks in 2026 with 242% gain; HPE strong second, Super Micro lags despite growth.

In 2026, Dell Technologies has outperformed major AI server stocks with a 242% gain, driven by strong AI server demand and a raised revenue outlook. Hewlett Packard Enterprise follows with a 103% increase, boosted by the Juniper Networks integration ...

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AI boom creates 19 GW US power gap by 2028, boosting fast-deploy fuel cell firm Bloom Energy.

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Dell leads AI server stocks in 2026 with 242% gain; HPE strong second, Super Micro lags despite growth.

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AI boom creates 19 GW US power gap by 2028, boosting fast-deploy fuel cell firm Bloom Energy.

More News (HPE)

Dell leads AI server stocks in 2026 with 242% gain; HPE strong second, Super Micro lags despite growth.

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