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Bloom Energy has formed its second significant partnership to enhance artificial intelligence (AI) infrastructure.
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The company has secured contracts with both Oracle and Brookfield.
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Bloom is consistently achieving new quarterly sales records.
Bloom Energy (New York Stock Exchange: BE) remains a standout stock associated with artificial intelligence. Over the past month, its stock price has seen a remarkable increase of 56.3%, according to available data.
This surge coincides with growing concerns among tech companies and energy providers regarding how data centers will access affordable power. The power needed for these AI facilities is comparable to what millions of households consume, and Bloom’s fuel cells are gaining attention as a viable solution. As energy companies strive to scale up production, investors are turning to Bloom Energy as a promising AI investment.
The stock has jumped by over 500% in 2025 alone.
Bloom Energy harnesses solid oxide fuel cell technology to generate power right at the facility level. Essentially, it presents a clean and efficient alternative compared to traditional energy sources.
The recent rise in Bloom’s stock began after a July announcement about a power supply agreement with an Oracle AI data center. This partnership has caught the attention of investors in utility stocks, as well as those involved in nuclear power startups, which aim to address the surging demand for electricity.
The positive momentum continued in October with the signing of major strategic AI partnerships, including a $5 billion infrastructure initiative with Brookfield Asset Management.
This prominent alternative asset manager intends to invest significantly to implement Bloom’s advanced fuel cell technology. The partnership will kick off with data center projects in Europe, with more announcements expected to come by year-end. The companies plan to continue developing AI factories worldwide.
Bloom’s core business benefits from rising demand, as reflected in its latest quarterly report that shows record sales for the fourth straight year, marking a 57% increase year-over-year.
Investor enthusiasm suggests they believe this growth trajectory will persist. This optimism seems to align with comments from Bloom’s CEO, KR Sridhar, who expressed that Bloom has an unparalleled chance to transform electricity generation and delivery, driven by the robust demand from AI.
However, those considering investing should keep in mind the potential risks linked to AI expenditures. A slowdown in data center developments could disproportionately affect companies like Bloom Energy, whose stock has climbed sharply.
Before investing in Bloom Energy, it’s worth noting that analysts have identified other stocks with potentially higher returns. These alternatives have gained more visibility recently.
