The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today

HPE CEO Antonio Neri projects a 19 GW U.S. power gap by 2028, enough to power 16 million homes.

Bloom Energy's modular fuel cells deploy in roughly 90 days and have secured $7.65 billion in data center contracts.

Bloom's Q1 revenue surged 130% to $751 million, and the company raised its 2026 guidance to $3.8 billion.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bloom Energy didn't make the cut. Grab the names FREE today.

The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade.

While semiconductor companies remain at the center of AI spending, the companies capable of supplying power quickly may become just as important. Hewlett Packard Enterprise's (NYSE:HPE) latest outlook illustrates just how large the challenge has become -- and why Bloom Energy (NYSE:BE) appears uniquely positioned to benefit.

Speaking at HPE's 2026 Discover IR Summit, CEO Antonio Neri cited one statistic that should catch every

Fuente original: Yahoo Finance (https://finance.yahoo.com/energy/articles/insane-number-hpe-ceo-just-115123961.html)