$Bloom Energy Corp(BE)$ There are a lot of questions and concerns around data centers right now, and a lot of them are fair. But I think what NTT's CEO said alongside the BE announcement will start to reach other decision makers in the AI/data center space. We'll see how it plays out. Doug Adams pointed out that clients are building AI capabilities faster than the grid alone can always support, and that speed to power has become a defining factor in delivering capacity when and where it's needed. He also emphasized that Bloom's onsite power gives them a reliable, scalable way to bring capacity online alongside construction, while honoring their commitment to the communities where they build and operate, with fuel cells that protect local air quality, use minimal water, and run quietly.
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