Core Insights - Bloom Energy Corp. (NYSE:BE) has seen a significant increase in its stock price, reaching an all-time high of $65.63 before closing at $62.96, a rise of 14.47% [1][2] - The surge in stock price is attributed to a new $43.9 million supply deal with MTAR Technologies, which will provide critical components for Bloom Energy's solid oxide fuel cell systems [1][2] - The company is also expanding its capacity, aiming to double its total capacity to 2 GW by the end of 2026, with over half of its current 1 GW capacity supplied to data centers [3] Supply Agreements - Bloom Energy has entered into a supply agreement with Oracle Corp. to deliver fuel cell technology to select Oracle Cloud Infrastructure data centers in the US [3] - The details regarding expected revenues and supply volume from the Oracle deal have not been disclosed, but the company hinted at more similar agreements in the near future [3] Market Context - The demand for energy from data centers is on the rise, which is positively impacting investor sentiment towards Bloom Energy [2] - The company is positioned to benefit from the booming artificial intelligence industry, which is driving increased energy needs [3]