Bloom Energy's nearly 1,000% stock surge faces headwinds from grid delays, community opposition, and manufacturing ramp risks, according to the company's mid-year 2026 Data Center Power Report. The fu…
New Mexico Land Commissioner Stephanie Garcia Richard denied Energy Transfer's application for the second time to build a natural gas pipeline segment that would fuel Oracle's Project Jupiter AI data …
Leopold Aschenbrenner's Situational Awareness LP hedge fund has reached a $20 billion valuation, driven by returns exceeding 1,000% since its late 2024 launch and a 270% gain year-to-date in 2026. The…
Industrial Development Funding and Oaktree Capital Management are investing $1.7 billion to deploy Bloom Energy fuel-cell systems for AI cloud infrastructure, including dedicated power for Nebius AI c…
Community resistance is bottlenecking data center growth, threatening AI infrastructure expansion, Morgan Stanley warns. In 2026, numerous communities have enacted moratoriums, including New York's st…
Vertiv Holdings and Bloom Energy reported strong quarterly results, with Vertiv's revenue up 30% to $2.65 billion and Bloom's revenue surging 130% to $751 million, as AI infrastructure spending shifts…
Local opposition groups to US data center projects surged to 430 from 76 since 2025, with opponents blocking or delaying at least 75 projects worth $130 billion in early 2026, as community acceptance …
Bloom Energy's stock declined despite the company's major expansion in AI infrastructure, as market concerns outweighed the positive news.…
Bloom Energy and Brookfield Asset Management expanded their AI infrastructure partnership to $25 billion, with Brookfield committing up to $5 billion to deploy Bloom's solid oxide fuel cell technology…
Six leading UK fund managers revealed underrated stocks with long-term growth potential, including Eli Lilly, Lion Finance Group, Frasers Group, RELX, and Bloom Energy, spanning healthcare, financial …
The US grid cannot add capacity fast enough to meet surging datacenter power demand from AI labs and hyperscalers, driving behind-the-meter (BTM) solutions to power over half of new US datacenters by …
Rystad Energy projects the fuel cell market will surge from $2.8 billion in 2025 to $30 billion by 2030, driven by AI data centers seeking on-site power amid grid congestion. North America is expected…
Bloom Energy's 2026 Data Center Power Report projects AI data center capacity will grow from 13% to 23% of new additions by 2030, driven by grid delays and power availability concerns. The survey find…
Nebius Group N.V. reported Q1 2026 revenue of $399 million, a 6.8x year-over-year increase, driven by its AI Cloud business which now represents 98% of revenue with a 45% adjusted EBITDA margin. The c…
Marvell Technology is poised for inclusion in the S&P 500 after its stock tripled in value in 2026, reaching a record close of $301.65 on June 4. The chipmaker, now valued between $254 billion and $26…