Bloom Energy’s stock is rallying as data-center jitters subside
THE SO WHAT
Bloom Energy catching a bid on the back of CoreWeave’s outlook is another data point that AI demand is being priced as a long-lived power buyer, not a fad. If you’re planning AI-heavy workloads, assume your infra vendors are now modeling you as a baseload customer—use that to negotiate term, not just unit price.
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