So, Bloom Energy (BE 3.39%). Up 80% this year. Eighty percent! It’s… a lot. And this week? Another 12% jump. I mean, what are we, a charity? It’s just… numbers going up. It’s unsettling. Everyone’s suddenly convinced these solid oxide fuel cells are the answer to powering these data centers. Data centers! As if that’s a normal thing anyone understands. It’s all very… convenient.
The narrative is, “Oh, AI needs power, Bloom has power, therefore Bloom is good.” It’s circular logic, really. And everyone’s buying into it. It’s like when people started paying extra for bottled water. Bottled water! We had perfectly good tap water. But no, suddenly it’s a premium product. This feels… similar.
A “Good” Problem?
They’re saying Bloom’s biggest problem is demand is too high. A “good” problem. Right. That’s what they call it. Like a crowded subway car is a “good” problem. It’s just… irritating. K.R. Sridhar, the CEO, said something about “bring-your-own-power” and how it’s shifted from a slogan to a necessity. A necessity! Who decided it was a necessity? And why does everything have to be a “shift”? It’s just… aggressive language.
“Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing. We have built a solid-state digital power platform for the digital age that is superior to any legacy solution.”
Now, these tech companies are throwing around $600 billion for AI in 2026. $600 billion! It’s obscene. And it’s all for data centers. More data centers. As if we don’t have enough things tracking our every move. And Bloom is supposed to benefit from this? It’s all connected, isn’t it? This whole system is rigged.
They’re expanding capacity, naturally. Because that’s what you do when demand is “too high.” You just… build more stuff. It’s so… predictable. And now everyone wants a piece of it. A piece of what? A slightly more efficient way to power the machines that are slowly taking over our lives? I don’t know. It just feels… wrong. And I’m not even sure why. It’s probably just me. I’m always the one who’s annoyed by things. But still… $600 billion. It’s a lot of money.
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2026-02-20 19:33