Reported 23 days ago
Bloom Energy Corporation (NYSE:BE) is navigating headwinds from artificial intelligence (AI) demands and tariff concerns, even as electricity demand remains strong, particularly in data centers. Investment firm Morgan Stanley predicts robust growth in power demand driven by AI, even amid potential economic downturns. Analysts acknowledge challenges ahead, such as the impact of tariffs and AI spending fluctuations, but maintain optimism about Bloom Energy's role in meeting energy needs for data centers amidst increasing AI usage.
Source: YAHOO