Bloom Energy (BE)’s Fuel Cells: The Powerhouse Behind AI Data Centers’ Future

Insider Monkey11-19

We recently published a list of 15 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Bloom Energy Corporation (NYSE:BE) stands against other trending...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2484996984?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/mI9wQtq1oEtApLJ0qPG52w--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/9e5f42e4d8656061d7a52ac3b0936eac","is_english":true,"pubTime":"2024-11-19 15:36","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2484996984","market":"us","top_or_hot":-1,"title":"Bloom Energy (BE)’s Fuel Cells: The Powerhouse Behind AI Data Centers’ Future","media":"Insider Monkey","content":"<div>\n<p>We recently published a list of 15 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Bloom Energy Corporation (NYSE:BE) stands against other trending...</p>\n\n<a href=\"https://finance.yahoo.com/news/bloom-energy-fuel-cells-powerhouse-073640198.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bloom Energy (BE)’s Fuel Cells: The Powerhouse Behind AI Data Centers’ Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBloom Energy (BE)’s Fuel Cells: The Powerhouse Behind AI Data Centers’ Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-19 15:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bloom-energy-fuel-cells-powerhouse-073640198.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 15 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Bloom Energy Corporation (NYSE:BE) stands against other trending...</p>\n\n<a href=\"https://finance.yahoo.com/news/bloom-energy-fuel-cells-powerhouse-073640198.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.yahoo.com/news/bloom-energy-fuel-cells-powerhouse-073640198.html","article_id":"2484996984","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/mI9wQtq1oEtApLJ0qPG52w--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/9e5f42e4d8656061d7a52ac3b0936eac"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484996984","pubTimestamp":1732001800,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"We recently published a list of 15 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Bloom Energy Corporation  stands against other trending AI stocks on latest news and ratings.According to Anthropic CEO Dario Amodei, artificial intelligence models capable of performing at human levels may emerge as early as 2026. That is, if current advancements hold steady. Amodei compares the path to general artificial intelligence with educational stages. Currently, he notes that we’re starting to get to PhD level, while last year we were at the undergraduate level.READ ALSO:10 AI News Making Waves Todayand10 AI Stocks to Watch on Latest News and Analyst Ratings.“If you just eyeball the rate at which these capabilities are increasing, it does make you think that we’ll get there by 2026 or 2027”.Why are we interested in the stocks that hedge funds pile into?The reason is simple: our research has shown that we can outperform the market by imitating ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BE":"Bloom Energy Corp","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","BK4581":"高盛持仓","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4504":"桥水持仓","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","AEP":"美国电力","IE00B29SXL02.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4182":"重型电气设备","BK4127":"投资银行业与经纪业","LU0823414478.USD":"法巴经典能源转换基金","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4541":"氢能源","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4516":"特朗普概念","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0444971666.USD":"天利全球科技基金","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4534":"瑞士信贷持仓","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4081":"电力公用事业"},"translate_title":"Bloom Energy(BE)的燃料电池：人工智能数据中心未来背后的动力","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BE":1,"AEP":1},"content_text":"We recently published a list of 15 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Bloom Energy Corporation (NYSE:BE) stands against other trending AI stocks on latest news and ratings.\nAccording to Anthropic CEO Dario Amodei, artificial intelligence models capable of performing at human levels may emerge as early as 2026. That is, if current advancements hold steady. Amodei compares the path to general artificial intelligence with educational stages. Currently, he notes that we’re starting to get to PhD level, while last year we were at the undergraduate level.\nREAD ALSO: 10 AI News Making Waves Today and 10 AI Stocks to Watch on Latest News and Analyst Ratings.\n\n“If you just eyeball the rate at which these capabilities are increasing, it does make you think that we’ll get there by 2026 or 2027”.\n– Anthropic CEO Dario Amodei\n\nHe also acknowledged that possible setbacks may exist, such as data shortages, limitations in scaling AI clusters, and potential geopolitical issues impacting microchip supply chains. Previously, OpenAI CEO Sam Altman made a similar claim, noting that artificial general intelligence can be achieved in five years with the current hardware. According to Altman, the benchmark would pose “surprisingly little” change to society.\nLatest Developments in AI\nHow fast we can get to AGI is a debate of its own. In the meantime, let’s take a closer look at the latest developments and innovations shaping the world of artificial intelligence. In its first, a robot has been trained by watching videos of seasoned surgeons, performing the same surgical procedures skillfully as human doctors. The findings, led by Johns Hopkins University researchers, were illuminated at the Conference on Robot Learning in Munich, a top event for robotics and machine learning.\n\n“It’s really magical to have this model and all we do is feed it camera input and it can predict the robotic movements needed for surgery. We believe this marks a significant step forward toward a new frontier in medical robotics.”\n– Senior author Axel Krieger, an assistant professor in JHU’s Department of Mechanical Engineering.\n\nIn other news, CNBC’s David Faber reports that Elon Musk’s artificial intelligence company xAI is raising up to $6 billion at a $50 billion valuation. Musk’s AI startup seeks to “understand the true nature of the universe. Last year, xAI released a chatbot named Grok, modeled after “The Hitchhiker’s Guide to the Galaxy.” The chatbot aims to directly compete with companies including ChatGPT creator OpenAI.\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A bird's eye view of a power generation platform with a power plant in the background. \nBloom Energy Corporation (NYSE:BE)\nMarket Capitalization: $4.81 billion\nBloom Energy Corporation (NYSE:BE) is a green energy company that designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation. The company is a key player in meeting the rising energy demands of AI data centers.\nOn November 15, Morgan Stanley kept an “Overweight” rating on Bloom Energy Corporation (NYSE:BE) with a $20 price target. The company recently announced an agreement with American Electric Power (AEP) to supply up to 1 GW of its solid oxide fuel cells. The initial order of 100MW will allow Bloom’s fuel cells to meet the immediate power of AI data centers. According to Morgan Stanley, the announcement authenticates the thesis that fuel cells are going to have a critical role to play in solving time-to-power constraints, expecting a strong earnings contribution margin from these incremental volumes.\nOverall, BE ranks 11th on our list of trending AI stocks on latest news and ratings. While we acknowledge the potential of BE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.\nDisclosure: None. This article is originally published at Insider Monkey.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484996984"}