Bloom Energy just shattered records with a record-breaking second quarter, bumping its full-year revenue forecast to $3.9–4.2 billion — double what it earned in 2025. Fueling the AI boom, Bloom’s on-site fuel cell systems are now the power backbone for major U.S. hyperscalers and “AI factories,” solving the grid’s lagging problem by powering data centers instantly. But while demand surges, the real risk? Their own production capacity — and how vulnerable they are if big projects slow down.
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