AXIOS (Amy Harder) - How this energy company became the poster child for the AI boom
Meet the unlikely poster child for the AI boom and its insatiable energy demand. Why it matters: Bloom Energy, long seen as a niche energy player, can deliver on-site power far faster than traditional options — a critical edge as data centers race to secure electricity. Driving the news: Over the past year, Bloom Energy's stock has surged more than 400%, outpacing even AI bellwethers like Nvidia. State of play: Bloom Energy makes shipping container-sized fuel cell units that generate power with natural gas through a chemical reaction instead of combustion. - It has signed major deals with key players across the AI and energy landscape over the last year and a half. They include Oracle, utility AEP and Brookfield, a leading financier…