Bloom Energy is riding the AI wave with a major lift from Oracle

bloom energy's ceo said wall street is finally validating the company's "vision," with ai demand accelerating that process. the fuel-cell maker got a major lift from oracle, which is using bloom's technology to power some of its data centers. bloom's stock has been volatile for years, but the oracle deal gave it a concrete anchor — a named customer with real ai buildout plans. the ceo framed the moment as one where the market is catching up to what bloom has been building. no specific revenue or capacity numbers from the deal were disclosed.