Bloom Energy vs. FuelCell Energy: Which Data Center Fuel Cell Maker Is the Better Buy Right Now?
Each company is charting its own unique path in the AI power revolution.
In the race to power artificial intelligence data centers, two contenders have emerged as key players: Bloom Energy (NYSE: BE) and FuelCell Energy (NASDAQ: FCEL). Both companies are helping hyperscalers meet the massive electricity demands of AI, as grids struggle to keep up. However, which stock is the better investment right now?
Bloom Energy has gained a reputation as the go-to choice for the AI industry due to its speed in deploying on-site systems. The company can set up its technology in approximately three months, a significant advantage over traditional power solutions. This rapid deployment has resulted in impressive sales figures. In the second quarter of 2026, Bloom Energy reported revenue of $1.065 billion, a staggering 166% increase from the previous year.
Gross margins also exceeded 34%, while product revenue grew by 215%, fueled by a surge in orders. The company's backlog has reached nearly $20 billion, and management has raised its full-year revenue guidance to $3.4 billion to $3.8 billion, citing deals and partnerships with notable AI companies such as Oracle, Brookfield Asset Management, and Nebius Group.
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