Bloom Energy

Mentioned in 13 analyzed podcast episodes across 8 shows

Mentioned On

All-In with Chamath, Jason, Sacks & Friedberg CyberWire Daily This Week in Startups Better Offline Mad Money w/ Jim Cramer Brew Markets Bloomberg Surveillance Motley Fool Money

Episode Mentions

All-In with Chamath, Jason, Sacks & Friedberg · Jul 18, 2026

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

“Cited as enabling large behind-the-meter installations that qualify under personal-use clean air permits.”

AI Self-Regulatory Organization (SRO) Proposal by Demis HassabisAnthropic's State-by-State AI Regulatory Capture StrategyStripe and Block Joint Bid to Acquire PayPal

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CyberWire Daily · Jul 12, 2026

Preparing space for Q-day. [T-Minus: Space-Cyber Briefing]

“Distributed power generation company; cited as transformational technology investment example from 2007”

Post-Quantum Cryptography StandardsSatellite Cybersecurity ArchitectureCrypto Agility and Algorithm Migration

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This Week in Startups · Jul 1, 2026

Why the VC Hype Cycle Always Gets It Wrong | VC Roundtable | E2307

“Alex's former portfolio company cited as a beneficiary of surging data center power demand.”

Oversized Seed and Series A Round Valuations in AIOpen-Weight Model Adoption and Cost Reduction (GLM 5.2)Pre-AI Company Pivots and 'Burn the Boats' Strategies

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Better Offline · May 13, 2026

The Insanity of the Markets with Ben & Emil

“Energy infrastructure stock that surged from teens to $280 per share; host owned in teens and sold, missing 10x+ move”

Finance Twitter as market-moving hive mind and sentiment indicatorRetail investor coordination and momentum-driven trading replacing fundamental analysisKorean retail traders and KOSPI index parabolic moves

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Mad Money w/ Jim Cramer · May 8, 2026

Mad Money w/ Jim Cramer 5/8/26

“Non-combustible power company for data centers; recommended for long-term holding”

Semiconductor Supply Shortage and Data Center DemandAI Infrastructure Buildout and Capital Equipment ConstraintsMemory and Storage Stock Valuations (Price-to-Earnings Multiples)

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Brew Markets · May 5, 2026

Investing Like A Legend & Is Beer Back?

“Energy company held in Stanley Druckenmiller's portfolio, included in VistaShares' DRKY ETF”

Legendary Investor ETF StrategiesStock Picker's Market DynamicsMag7 Concentration Risk

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Bloomberg Surveillance · May 5, 2026

Market Impact of AI and Iran

“Alternative energy company creating new power sources for data centers; identified as energy transition beneficiary”

AI Productivity Monetization and ROI MeasurementCorporate Earnings Growth and Margin ExpansionAI Infrastructure Spending and Capital Requirements

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Mad Money w/ Jim Cramer · Apr 29, 2026

Mad Money w/ Jim Cramer 4/29/26

“Fuel cell manufacturer for data centers jumped 27% on supply shortage of clean energy solutions”

Tech Earnings and Supply Chain ConstraintsSmall Modular Reactor (SMR) Technology and Licensing ModelsRestaurant Operational Excellence and Same-Store Sales Growth

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Motley Fool Money · Apr 29, 2026

Earnings Season Hits Overdrive

“Fuel cell company up 180% YTD selling natural gas generators to data centers; trading at 160x earnings amid AI infrastructure bubble”

Streaming Service Subscriber Growth SaturationFintech Valuation Reset and Banking RegulationAI Data Center Power Infrastructure Demands

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Mad Money w/ Jim Cramer · Apr 24, 2026

Mad Money w/ Jim Cramer 4/24/26

“Solid oxide fuel cell manufacturer; data center operators using alternative power solutions due to turbine supply constraints”

Data Center Infrastructure and AI Power DemandIntel's Manufacturing Turnaround and CPU CompetitivenessNatural Gas as Primary Data Center Energy Source

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Mad Money w/ Jim Cramer · Apr 22, 2026

Mad Money w/ Jim Cramer 4/22/26

“Hydrogen-to-electricity power generation company up 164% YTD; Cramer's trader example of aggressive momentum buying at $235 despite discipline concerns”

AI Infrastructure Investment StrategyMomentum Trading vs. Value DisciplineEnterprise Software Margin Dynamics

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All-In with Chamath, Jason, Sacks & Friedberg · Apr 17, 2026

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

“Stock surging due to on-site power generation solutions for data centers; enables faster permitting than grid connection”

OpenAI vs Anthropic competitive dynamics and growth rate comparisonEnterprise AI revenue models and metered token pricingData center infrastructure constraints and NIMBY opposition

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Mad Money w/ Jim Cramer · Feb 25, 2026

Mad Money w/ Jim Cramer 2/24/26

“Fuel cell company up 1,837% in 2 years, supplying on-site power for data centers with $2.65B AEP contract”

AI Disruption of Enterprise SoftwareMemory and Storage Supply ShortageSemiconductor Capital Equipment Demand

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