Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTRich DupreySat, June 27, 2026 at 1:51 PM GMT+2 5 min readQuick ReadHPE 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. bloomenergy / FlickrWhile 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.HPE's Warning Sizes the OpportunitySpeaking at HPE's 2026 Discover IR Summit, CEO Antonio Neri cited one statistic that should catch every investor's attention: the U.S. is on track to face a 19-gigawatt power gap by 2028. He added that is enough electricity to power roughly 16 million homes, while data centers could account for nearly half of U.S. electricity demand through 2030.Those numbers explain why "time to power" has become almost as valuable as computing power itself. The shortage creates opportunities across several industries: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.SectorWhy it BenefitsLimitationNuclear powerReliable baseload generationYears of permitting and constructionGE Vernova (NYSE: GEV)Near-monopoly gas turbine leader with a growing backlogRevenue arrives over longer project timelinesUtilitiesLarger rate base in AI regions such as Virginia, Texas, and PJMRegulatory pressure and transmission constraintsBattery storage & transmissionSupports grid stabilityDepends on broader infrastructure buildoutBloom EnergyBehind-the-meter power deployable in monthsManufacturing execution remains criticalLet's focus on the final category because that's where today's opportunity appears strongest.Fuel Cells Are the Fastest SolutionUnlike utilities building billion-dollar power plants, Bloom Energy installs modular solid oxide fuel cell (SOFC) systems directly at customer sites. Operating primarily on natural gas today, the systems generate electricity where it's consumed, reducing dependence on an overloaded grid.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info