Bloom Energy: The Foundational Infrastructure Trade For AI

分组1 - The electricity consumption from data centres has been growing at a CAGR of 15% over the last 5 years, and this growth rate is expected to accelerate according to the IEA's study [1] - Daniel Sereda is a chief investment analyst at a family office, indicating a focus on diverse asset classes and the need to filter extensive data for critical investment ideas [1] - The investing group Beyond the Wall Investing provides access to high-quality analysis and information prioritized by institutional market participants [1]