Bloom Energy supplied power to an Oracle data center in just 55 days this year, a speed highlighted by industry leaders like Elon Musk as crucial for addressing the electricity bottleneck in artificial intelligence (AI) infrastructure build-out. Bloom Energy's modular fuel-cell power solutions can quickly provide electricity to data centers, serving as a bridge before grid connection or as backup power. The company's revenue surged 166% year-over-year last quarter to over $1 billion, significantly beating analyst estimates, with its backlog growing much faster than revenue, primarily from long-term service contracts.