Bloom Energy Seizes Opportunity Amid Data Center Opposition
Bloom Energy Corp. is positioned to benefit from rising local opposition to data centers due to its cleaner fuel cell technology. The company reported significant revenue growth and has secured major projects, indicating strong market demand for its solutions.
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Bloom Energy Corp. has reported a revenue increase to $2.02 billion in 2025, a 37% rise from the previous year, and $751.1 million in Q1 2026, more than doubling year-over-year. The company attributes its growth to rising demand for its fuel cells, which are seen as cleaner and quieter alternatives in light of growing local opposition to traditional data center construction.
Bloom has secured key projects, including 2.5 gigawatts for Oracle in New Mexico and partnerships with AI provider Nebius. The stock has seen a 14-fold increase, leading to its inclusion in the Russell Top 200 Index. This trend indicates a potential shift in the energy landscape as communities seek more acceptable power solutions.
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