---
title: "Bloom Energy tops 2026 gains as AI power demand surges"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286824619.md"
description: "Bloom Energy has seen a 217% year-to-date surge, driven by investor interest in AI power solutions. Oracle has implemented Bloom's technology at its AI campus, enhancing deployment speed. In Q1 2026, Bloom reported a 130% year-over-year revenue increase to $751.1M, with EPS exceeding estimates by 242%."
datetime: "2026-05-18T22:15:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286824619.md)
  - [en](https://longbridge.com/en/news/286824619.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286824619.md)
---

# Bloom Energy tops 2026 gains as AI power demand surges

Power over chips: Bloom Energy’s 217% YTD surge reflects investor focus on AI’s power bottleneck rather than just computing capacity. Oracle’s big bet: Oracle adopted a full Bloom solution for its AI campus, enabling faster deployment and boosting confidence in Bloom’s tech. Record-breaking quarter: Q1 2026 revenue jumped 130% year-over-year to $751.1M, with EPS beating estimates by over 242%.

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