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“We first called out Bloom in December 2024 for Core Research subscribers as the biggest beneficiary.”
@SemiAnalysis
Long Bloom Energy: the company is the biggest beneficiary of the shift toward behind-the-meter datacenter power solutions, capitalizing on the need for onsite gas equipment as US grid headroom approaches zero by 2027.
BELONG@ $249.96
$204.41-18.22%
since call Jun 25
“Since then, companies like Bloom Energy, Bergen Engines, Wärtsilä and many others have been remarkably successful.”
@SemiAnalysis
Long Wärtsilä: the company is finding remarkable success as a new entrant in the behind-the-meter gas equipment market, stepping in to power datacenters as traditional grid capacity fails to grow fast enough.
WRTBYLONG@ $7.25
$6.83-5.81%
since call Jun 25
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