Mastodawn

Ejaaz (@cryptopunk7213)

한 24세 투자자가 2.25억 달러를 12개월 내 55억 달러로 불린 뒤 블룸에너지(Bloom Energy)에 8.85억 달러 규모의 대규모 포지션을 보유했다는 내용입니다. 블룸은 AI 데이터센터용 휴대형 터빈을 전문으로 하며 이 포지션이 포트폴리오에서 큰 비중을 차지합니다.

https://x.com/cryptopunk7213/status/2028990731747049785

#bloomenergy #aiinfrastructure #investment #datacenters

Ejaaz (@cryptopunk7213) on X

yeah so this is insane 24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck - MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the

X (formerly Twitter)

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Jan 20

Power scarcity drives #datacenters to #Texas, where the juice is
The demand for energy from these massive server farms is growing rapidly, with 2026 #Datacenter Power Report by #BloomEnergy claiming that total #IT infrastructure load could roughly double over the next few years, from about 80 GW in 2025 to 150 GW or more by 2028. This is forcing operators to go where the power is, and Texas is expected to be a big winner here, thanks to its ample energy resources.
https://www.theregister.com/2026/01/20/texas_datacenter_hotspot/

Power scarcity drives datacenters to Texas, where the juice is

: Plus, one in three bit barns expected to exceed 1 GW by 2035

The Register

Börsposten Oct 13

Brookfield köper bränsleceller för 5 miljarder USD av Bloom Energy för att driva stora AI-datacenter. Installeras bakom elmätaren och är därför oberoende av elnätet. Behöver inte vänta på utbyggnad och belastar inte det allmänna elnätet. https://ravarumarknaden.se/brookfield-koper-bransleceller-for-5-miljarder-usd-av-bloom-energy-for-att-driva-ai-datacenter/ #aktier #BloomEnergy #BrookfieldAssetManagement #bränslecell #energi #datacenter

Brookfield köper bränsleceller för 5 miljarder USD av Bloom Energy för att driva AI-datacenter

Brookfield och Bloom Energy inleder ett partnerskap där Brookfield i den första fasen köper bränsleceller för 5 miljarder USD av Bloom Energy för att driva AI-datacenter. Bränslecellerna kommer att installeras bakom elmätarna och AI-datacentren kommer således inte att belasta eller vara beroende av elnätet. Partnerskapet markerar den första fasen i en gemensam vision om att […]

Råvarumarknaden.se

Yonhap Infomax News Sep 16, 2025

Morgan Stanley nearly doubles Bloom Energy's price target to $85, citing its Oracle partnership as a key driver for future growth and competitive advantage.
#YonhapInfomax #BloomEnergy #MorganStanley #Oracle #PriceTarget #StockSurge #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=82028

Morgan Stanley Raises Price Target for Bloom Energy—'Oracle Partnership Enhances Competitive Edge'

Morgan Stanley nearly doubles Bloom Energy's price target to $85, citing its Oracle partnership as a key driver for future growth and competitive advantage.

Yonhap Infomax