The AI Company You Haven't Heard of -- But Should Keep on Your Radar

Bloom Energy, a fuel-cell technology company founded in 2001, is positioned to benefit significantly from AI infrastructure expansion. The company helps data centers obtain electricity faster by generating power on-site, addressing grid capacity constraints. After years of losses, Bloom Energy achieved profitability in early 2026 with 166% revenue growth in Q2, driven by major enterprise customers like Oracle. As data center power consumption is projected to reach 12% of U.S. electricity by 2030, Bloom Energy could become a standard supplier in the rapidly expanding data-center ecosystem.