Benzingaยท2025-09-23 14:58Core Insights - Shares of Plug Power, FuelCell Energy, and Bloom Energy have surged in 2025 due to increased demand in the AI-driven data center market and new partnerships [1][2] - The rise of hyperscale data centers is pushing operators to seek scalable, emission-free power solutions to meet growing energy needs [1][2] Plug Power - Plug Power has reached new milestones in green hydrogen production and fuel cell integration, providing rapid response and scalability for hyperscale operators [3] - The stock has increased by 90% over the past six months, driven by retail investor interest [3] FuelCell Energy - FuelCell Energy has gained attention for multi-megawatt deployments with major global data center partners, including pilot projects in Korea and new installations in the U.S. [4] - The stock has surged by 130% in the past month, reflecting the demand for its modular platforms that allow phased expansion [4] Bloom Energy - Bloom Energy differentiates itself with solid oxide fuel cell systems that enable instant, local power generation for large brands, including partnerships with Oracle Corp. [5] - The stock has skyrocketed by 280% in 2025, highlighting significant investor and industry interest [5] Industry Impact - All three companies are essential in supporting the ongoing AI revolution, addressing grid bottlenecks and driving stock rallies [6]