Is Bloom Energy (BE) Ready for the Next Wave of AI Data Center Infrastructure Buildout?

Bloom Energy Corp. (NYSE:BE) is one of the 10 Best Under-the-Radar Data Center Stocks to Buy. Bloom Energy’s stock has skyrocketed 1,231.11% over the past year and an equally impressive 132.8% year-to-date. On April 21, UBS raised its price target on Bloom Energy to $251 from $171 while retaining a Buy rating, driven by the readiness of the company for the next wave of AI data center infrastructure buildout, with its entire product lineup being 800V DC ready.

On April 13, Bloom Energy announced an expanded partnership with Oracle to support the rapid buildout of its AI and cloud computing infrastructure. Under a master services agreement, Oracle intends to procure up to 2.8 gigawatts (GW) of Bloom’s fuel cell systems. As part of the agreement, an initial 1.2 GW of capacity has been contracted, with deployment underway and continuing into next year. Bloom’s fuel cells will support Oracle projects in the U.S. and help meet demand for its cutting-edge cloud infrastructure.

Bloom Energy said the expanded partnership highlights its capability to provide fast, reliable power suited for AI workloads, which require rapid, load‑following support that traditional grids were not designed to deliver. It emphasized that its systems are built to support higher-density AI workloads more efficiently, with a technology platform aligned to emerging standards such as 800 V dc.

Bloom Energy Corp. (NYSE:BE) empowers enterprises to meet soaring energy demands and responsibly take charge of their power needs. The company’s solid oxide fuel cell systems provide ultra-resilient, highly scalable onsite electricity for Fortune 500 customers around the world, including data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors.

While we acknowledge the risk and potential of BE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BE and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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