Key PointsBloom Energy makes hydrogen fuel cells, which can provide dedicated, on-site power to AI data centers.Every fuel cell the company sells comes with a service contract.10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) is perfectly positioned for the artificial intelligence spending boom underway today. In fact, the company's backlog for hydrogen fuel cells at the start of 2026 rose over 2.5x year over year, hitting $6 …