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Hydrogen Portfolio: +28% Year-to-Date – Bloom Energy as a Key Player in the AI Era

By 21. August 2025No Comments

Our Hydrogen Portfolio has achieved an impressive +28% growth since the beginning of the year, making it our top-performing portfolio so far. A major driver behind this success is Bloom Energy, our largest single position in the portfolio.

The energy demand behind the AI boom

The momentum in Artificial Intelligence (AI) continues unabated and is expected to accelerate even further in the coming years. The operation of modern data centers running AI workloads poses significant challenges:

  • Supply reliability – data centers require highly reliable power.

  • Sustainability – reducing carbon footprint and improving energy efficiency are critical.

  • Scalability – energy demand grows exponentially with new AI applications.

This presents a key challenge for the global energy market: how to provide growing computing power with a stable, independent, and sustainable energy supply?

Bloom energy’s innovative solution

Bloom Energy offers a compelling answer with its innovative Solid Oxide Fuel Cells (SOFCs):

  • Decentralized power generation – reduces dependency on the public grid.

  • High reliability – increases resilience for mission-critical infrastructures.

  • Lower emissions – significantly reduces CO₂ footprint compared to traditional power sources.

These advantages make the technology an ideal fit for data center operators facing rising energy demands while aiming to meet sustainability goals.

Strategic partnerships in the AI ecosystem

Recent collaborations highlight Bloom Energy’s rising significance:

  • Oracle has announced plans to power its data centers with Bloom Energy solutions.

  • CoreWeave, Equinix, and Intel are also adopting this fuel cell technology.

This positions Bloom Energy as a key player in the AI era, bridging technological progress with climate-friendly energy supply.

Outlook: Momentum for our portfolio

The global demand for energy-efficient, scalable, and sustainable power solutions is set to grow substantially in the coming years. This elevates Bloom Energy’s potential to become a leading supplier in the international energy market.

For our Hydrogen Portfolio, this translates into promising growth opportunities and an exciting outlook for the future of energy.