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Bloom Energy Crashed 28% In One Day — Is This AI Power Stock The Next Nvidia Or The Next Trap?

Bloom Energy has become one of Wall Street’s most polarizing AI infrastructure trades. The stock is up sharply this year, suffered a brutal 28% one-day selloff around a Russell-index shuffle, and then roared back as investors refocused on the company’s role in powering AI data centers. The latest catalyst is the expanded Brookfield Asset Management partnership, which increased the financing framework for AI infrastructure power projects from $5 billion to $25 billion. That sits alongside major data center relationships with Oracle, American Electric Power, Equinix, and other infrastructure customers. The appeal is easy to understand. AI does not just need chips, networking, and memory. It needs electricity, delivered quickly. The harder question is whether Bloom Energy has become a true bottleneck winner, or whether the valuation already prices in a level of execution that leaves little room for error.