Shares of energy company Bloom Energy (NYSE:BE) rose as its solid-oxide fuel cell systems play a key role in meeting the growing power demands of AI data centers. According to the Columbia Seligman Global Technology Fund’s second-quarter 2026 investor letter, data center operators are increasingly adopting Bloom Energy’s fuel cells to bypass grid constraints and power energy-intensive AI workloads. The market expects that the accelerated construction of AI data centers will drive demand for reliable on-site power generation solutions.