Companies To Watch: Bloom Energy becomes a hidden winner of the AI boom

Bloom Energy’s stock has surged after expanding its partnership to supply power for AI data centers. As demand for artificial intelligence infrastructure grows, electricity has become a key bottleneck, and Bloom Energy’s fuel cell systems are emerging as a potential solution. Join Dan Koh and Ryan Huang as they investigate what’s driving the rally, the significance of the large-scale deployment, and whether Bloom Energy could become a major beneficiary of the AI boom.See omnystudio.com/listener for privacy information.