Matt DiLallo of The Motley Fool, writing on July 25, 2026, argues that Bloom Energy (NYSE: BE) is a preferable AI investment over Nvidia (NASDAQ: NVDA). Nvidia, currently the largest company by market cap at over $5 trillion, saw its revenue surge 85% in its fiscal 2027 first quarter to $81.6 billion, but faces headwinds from increasing competition, including from customers developing their own AI chips. Bloom Energy’s advanced fuel cells provide an ultra-reliable, clean, and scalable on-site power solution for data centers, which require massive power to run AI chips. Last year, Bloom collaborated with Oracle (NYSE: ORCL) to deliver onsite power within 90 days, with the initial deployment taking just 55 days; Oracle later expanded its partnership to deploy up to 2.8 gigawatts (GW) of fuel cells. Bloom also formed a strategic partnership with Brookfield Asset Management (NYSE: BAM), which initially planned to invest up to $5 billion in deploying Bloom’s technology at AI factories. Brookfield recently expanded that partnership fivefold to $25 billion, as part of its strategy to advance a new data center model integrating power, compute, infrastructure, and capital.