The Motley Fool
25 Jul 2026, 15:00 UTC · 2h ago
I Want Exposure to the AI Boom Without Buying Nvidia. Here's Why Bloom Energy Is My Pick.
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
25 Jul 2026, 15:00 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Brookfield Asset Management expanded its partnership with Bloom Energy fivefold to $25 billion to deploy fuel cell technology at AI factories. — A massive capital commitment and scaling of partnership from a major asset manager indicates strong institutional validation and growth potential.
+0.80Oracle expanded its strategic partnership with Bloom Energy to deploy up to 2.8 GW of fuel cells to accelerate AI infrastructure build-out. — Direct adoption by a major cloud provider proves the product's utility in solving the critical power bottleneck for AI data centers.
+0.70Nvidia's revenue grew 85% in its fiscal 2027 first quarter to $81.6 billion. — Extremely high growth figures confirm the continued strength of the AI hardware supercycle.
+0.50Continue reading
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Power availability is becoming a primary bottleneck for AI data center development, with 61% of developers planning to provide their own power if the grid fails. — Creates a fundamental structural demand for on-site power solutions, benefiting companies like Bloom Energy.
+0.40Nvidia faces increasing competition from customers who are developing their own proprietary AI chips. — Represents a long-term risk to Nvidia's dominant market share and pricing power.
-0.30Which stocks this story touches
The author explicitly prefers this stock over Nvidia, citing its vital role in solving AI power bottlenecks and successful partnerships.
The company has expanded its partnership fivefold to $25 billion to advance a new model for AI data centers.
The company is successfully expanding its AI infrastructure build-out through a strategic partnership with Bloom Energy.
While growing, the author notes headwinds from increasing competition and risks associated with its current valuation.
[a_to_b] Bloom Energy delivers on-site fuel cell power to Oracle's data centers.
[mutual] Bloom Energy formed a strategic partnership with Brookfield Asset Management to deploy fuel cell technology at AI factories.
[mutual] Bloom Energy and Oracle have a strategic partnership to accelerate AI infrastructure build-out.
[mutual] Nvidia is a cornerstone investor in the Brookfield AI Infrastructure Fund.
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