While many will tell you the biggest bottleneck in AI is the chip supply, I actually believe it's electricity. Because of this, Bloom Energy (NYSE: BE) will be the biggest winner of the AI power crunch for one reason in particular: The company's speed to power is top-notch. AI hyperscalers and their data centers cannot wait years for utility hookups. Bloom's solid oxide fuel cells help businesses avoid this wait. The company's systems can bring a data center online in about three months and don't require grid connectivity. This is a massive advantage, and customers are coming on board at record scale. The demand behind Bloom is quickly converting to revenue, as the company crossed $1 billion in the second quarter, a 166% year-over-year increase. Bloom's balance sheet is improving rapidly, with the company boasting about $2.7 billion in cash.
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