The artificial intelligence data center build-out faces a massive bottleneck: the power grid. Hyperscalers are turning everywhere to secure reliable, cleaner-burning electricity. However, securing direct hookup to the power grid can take up to seven years. As data centers' energy needs continue to grow, Bloom Energy (NYSE: BE), a power equipment provider, has benefited from this unprecedented demand. The company raked in $1.24 billion in revenue in the third quarter, its second consecutive billion-dollar quarter, and the company expects revenue of up to $1.55 billion in the fourth quarter. Bloom Energy is seeing staggering demand for its equipment, and now it must deliver on its landmark agreements. Here's what the company must do to deliver for investors in Q4.
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