---
title: "由于人工智能电力需求激增，Bloom Energy 在 2026 年的收益中名列前茅"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286824619.md"
description: "Bloom Energy 今年迄今已上涨 217%，这得益于投资者对人工智能电力解决方案的兴趣。甲骨文在其人工智能校园中实施了 Bloom 的技术，提高了部署速度。在 2026 年第一季度，Bloom 报告的收入同比增长 130%，达到 7.511 亿美元，每股收益超出预期 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)
---

# 由于人工智能电力需求激增，Bloom Energy 在 2026 年的收益中名列前茅

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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