Beyond Bloom Energy: This Fuel Cell Company Landed a Huge Data Center Deal

Yahoo Finance ·

As hyperscalers build out artificial intelligence (AI) data centers at a staggering pace, they face a massive bottleneck: a lack of reliable energy. One of the biggest beneficiaries over the past year is Bloom Energy ( BE 7.80% ) , the fuel cell manufacturer, whose stock has surged more than 1,000% since the start of 2025. The company is seeing incredibly robust demand from data center operators , illustrating a massive opportunity for companies that can quickly address the growing energy needs. Another company that's made headlines with a data center deal of its own is FuelCell Energy ( FCEL 10.30% ) . The company could be the next big winner as demand for power surges, but investors should know a few things before buying the stock.

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