The unlikely poster child of the AI energy boom has been waiting 25 years for this exact moment. (Axios)
Bloom Energy stock has jumped 400% in the last year—outpacing even Nvidia—as data centers turn to its natural gas fuel cells for immediate on-site power vs. waiting for utility grid connections.
It signals a massive shift toward islanding. Research shows one-third of all planned data center capacity is now designed to run off-grid, up from virtually zero just a year ago.
