Bloom Energy (be) Lands A Major Ai Data Center Deal As Revenue Surges

We just published our list of the 10 Best US Stocks to Invest In for Long Term and Bloom Energy Corporation (NYSE:BE) ranked 7th on this list.

Recent economic and corporate developments have highlighted the importance of identifying businesses with durable growth opportunities. According to the US Bureau of Economic Analysis, the real gross domestic product (GDP) increased at an annual rate of 3.4% in the third quarter of 2026, accelerating from 2.2% in the previous quarter.

Investment and consumer spending were the main contributors to the increase. At the same time, recent corporate earnings have highlighted continued demand for cloud computing and AI infrastructure, which is creating more growth opportunities across different industries. Readers looking for opportunities in the AI space can also explore our list of the Best Performing AI Stocks of 2026.

In an investor letter dated November 2, 2026, Pershing Square founder Bill Ackman has argued that investors may be underappreciating the future revenue and earnings potential of hyperscalers.

Ackman believes hyperscalers’ revenue growth could beat analyst expectations over the next several years. He also noted that investors are focusing too much on current capital expenditure without adequately accounting for the revenue and earnings these investments could generate.

However, investors should also be mindful of potential downside risks and may want to stay away from overblown stocks. See: Analysts Just Sounded the Alarm on These 10 Overhyped Stocks.

Bloom Energy Corporation (NYSE) earned a place on our list of the best American stocks to buy for the long term thanks to its impressive five-year revenue CAGR of 34.22%. The stock was held by 116 hedge funds at the end of the second quarter of 2026.

Bloom Energy Corporation (NYSE:BE) is strengthening its position in the growing market for AI data center power. However, the timing of large-scale deployments remains a key factor for investors to consider.

On November 5, 2026, NTT DATA announced an agreement with Bloom Energy Corporation to deploy 900 megawatts (MW) of onsite power across multiple data center projects globally. Under the agreement, NTT Global Data Centers will use Bloom Energy Corporation’s fuel cell technology as a primary power source. Initial shipments are expected to begin in 2027. The collaboration is designed to expand across NTT DATA’s global data center portfolio and potentially reach gigawatt scale. This represents a significant growth opportunity for Bloom Energy Corporation, especially as data center operators seek reliable power solutions amid expanding AI infrastructure requirements. You can also take a look at our analysis of why investors should pay attention to Bloom’s building momentum.

The announcement comes after Bloom Energy Corporation reported solid financial results for the third quarter of 2026. The company reached revenue of $1.24 billion, up 138.1% year-over-year, while gross margin increased to 33.8% from 29.2%. The company also lifted its full-year 2026 revenue guidance to a range of $4.4 billion to $4.6 billion, representing 122% year-over-year growth at the midpoint. This strengthens the bullish case by showing that growing demand is translating into substantial revenue growth and improvements in profitability for the company.

However, it is worth noting that the NTT agreement’s initial shipments are not expected until 2027. This means that the opportunity still depends on successful execution and future deployments.

While we acknowledge the risk and potential of BE as an investment, we believe certain AI infrastructure stocks offer far stronger long-term potential at a much more attractive entry point. If you are looking for an AI stock more promising than BE that operates as a critical AI tollbooth and stands as the most important company in the world, check out our report about this must-own AI stock.

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