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.
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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.
Bloom Energy Surges After Record Q1 2026 Beat: 130% Revenue Jump & Big Guidance Raise
Bloom Energy beat earnings, doubled revenue, raised outlook, turned profit positive, and stock surged on strong AI/data center demand.
Bloom Energy to Supply 2.8 GW of Fuel Cells to Oracle for AI Power Push
Bloom will supply clean power to Oracle’s AI data centers, helping meet rising energy needs with fast, reliable onsite fuel cell systems.
Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.
Bloom Energy Crushes Q4 Earnings as AI Power Demand Surges – 2026 Outlook Soars
Bloom Energy (BE) reports strong Q4 2025 results with 36% revenue growth driven by AI data centers. Company forecasts $3.1-3.3B revenue for 2026, beating Wall Street expectations.