RBC Sees Panama Expansion as Next Chapter in Bloom Energy–EdgeMode Partnership
RBC Capital highlights Bloom Energy’s likely role in EdgeMode’s 2.4 GW Panama fuel cell data centers and reiterates its Outperform rating with $335 target.
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Bloom Energy Plunges as Hunterbrook Exposes Supply Chain Risks and Overstated Backlog
Hunterbrook Media exposes Bloom Energy’s China scandium supply chain and questions its $20B backlog and aggressive AI growth targets.
Brookfield Boosts Bloom Energy Partnership to $25 Billion for AI Power Infrastructure
Brookfield expands its financing commitment with Bloom Energy from $5B to $25B to accelerate clean fuel cell power solutions for AI data centers and hyperscalers.
Jefferies Upgrades FuelCell Energy to Buy, Hikes Target to $24 on Major Data Center Deal
Strong upside potential vs Bloom Energy.
Crusoe Pauses 1.8GW Wyoming Data Center — Morgan Stanley Stays Bullish on Bloom Energy
Crusoe paused a huge Wyoming data center project; Bloom Energy deal involved, but analysts say long-term outlook stays strong.
Nebius Signs Massive $2.6 Billion Bloom Energy Deal for AI Data Centers
Nebius signed a $2.6B deal with Bloom Energy to power AI data centers with clean, reliable energy, securing long-term growth.