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Earlier this month, Brookfield Asset Management and Bloom Energy announced a collaboration involving up to US$5 billion to deploy Bloom’s advanced fuel cell technology for the next generation of artificial intelligence data centers worldwide.
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This partnership signifies a major shift toward integrating reliable, rapidly deployable onsite power with compute infrastructure, aiming to address the surging global energy needs driven by AI advancements.
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We’ll explore how Brookfield’s large-scale investment in fuel cell-powered AI infrastructure could alter Bloom Energy’s projected growth and profitability outlook.
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To be a shareholder in Bloom Energy today, you have to believe that demand for resilient, scalable onsite power, driven by the AI data center boom, will remain strong, and that Bloom’s solid-oxide fuel cell technology can carve out a significant role even as clean energy competition grows. The recent US$5 billion Brookfield partnership is a headline-grabbing endorsement, but analysts highlight that it is an early-stage memorandum with only gradual impacts expected for near-term results. The greatest short-term catalyst is continued expansion into AI infrastructure, while the biggest current risk remains rapid advancements in zero-emission battery and renewables technologies that could erode the market for Bloom’s natural gas-based solutions.
Among Bloom’s recent client announcements, its agreement to deploy fuel cells at Oracle Cloud Infrastructure data centers stands out, underscoring both urgency in AI-linked power needs and the company’s ongoing traction with marquee technology clients. This supports the thesis that hyperscaler adoption, and successful execution on these high-visibility projects, could quickly influence both Bloom’s revenue outlook and investor sentiment.
But just as the opportunity in AI is growing, investors should also watch for signs the market could shift if the pace of battery innovation accelerates…
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Bloom Energy’s outlook anticipates $2.7 billion in revenue and $395.4 million in earnings by 2028. This scenario is built on analysts’ assumptions of a 19.0% annual revenue growth rate and an earnings increase of about $371.7 million from the current $23.7 million level.
Uncover how Bloom Energy’s forecasts yield a $76.83 fair value, a 30% downside to its current price.