AI data centers in the U.S. are projected to increase their electricity demand by 755% from 9.19 GW in 2025 to 78.57 GW by 2029, driven by rapidly growing AI workloads and denser hardware. This surge threatens to outpace the current and planned power grid capacity, with a potential shortfall of 57 GW by 2028. As a result, companies supplying power infrastructure and alternative energy solutions, such as onsite gas generation and fuel cells, are becoming critical investment targets alongside traditional AI chipmakers like Nvidia. The AI industry's growth is shifting focus from chip shortages to securing enough electricity, highlighting a new wave of investment opportunities in energy and electrical infrastructure sectors.
Bloom Energy (BE) is trading at USD 293.90 with a notable 11.80% gain on Pluang as of Sep 29, 2026 22:32 WIB, reflecting strong investor interest in energy infrastructure amid the AI data center power surge. The company’s market cap stands at $77.42 billion, with a majority of Pluang users (66%) buying shares. This surge in demand for power solutions aligns with the article's focus on the critical role of alternative energy providers in supporting AI growth.
Fuel cell stocks, including Bloom Energy, FuelCell Energy, and Plug Power, rallied strongly after a steep selloff driven by worries about delays at Oracle's Project Jupiter data center. Bloom Energy rose 11%, FuelCell Energy surged 7%, and Plug Power...
The New York Stock Exchange (NYSE) pre-market update on September 29, 2026, featured key developments including Envisagenics partnering with Boehringer Ingelheim to develop precision therapies for hard-to-treat cancers. Oracle introduced Fusion Claw,...
Bloom Energy delivered record revenue and improved margins in Q2, supported by strong operating cash flow. The company’s new 800V DC architecture is designed to meet growing AI data center demands, potentially saving customers $3.6 billion in capital...
Fuel cell stocks, led by Bloom Energy, are experiencing a sharp pullback after a recent strong rally. Bloom Energy's shares fell 8% despite strong Q2 2026 revenue growth and an increased sales outlook, reflecting momentum-driven selling rather than b...
