The AI Power Crisis Is Creating a Huge Opportunity

**Vincent** (0:00)
I think it's a really attractive opportunity to establish a position here.

**LGDused** (0:06)
What's up, everybody? It's LGDused here, and welcome to Milk Road AI, the daily AI show that gets more bullish every time the market gets bearish, even though I'm all out of cash, and I refuse to ask my in-laws for more money to invest again. Today is July 24th, 2026, recording on July 23rd. Man, it's getting really hard to build data centers these days. Not only does the public resent AI, it's also really difficult to secure the energy needed to power them. It takes an average of five to seven years to get that energy approved, which is a really long time in this market. But Vincent, our AI analyst and researcher, has a company that has found a way to circumvent these issues and can actually supply power to a data center within 60 days of demand. He's been calling for Bloom Energy since December and has posted it many times in Milk Road PRO as it's run from $70 all the way to $300 plus and now sits in kind of a juicy pullback position. Today, he's going to walk us through how the company works and why they are well positioned in the build out that's yet to come. And if you want to see his position in Bloom and all his other calls that have run or about to, it's only a dollar to sign up for Milk Road PRO at the link below. And a reminder before we start that our podcast today is free and it wouldn't be possible without our partners at Securitize, the regulated rails for tokenization, and Bitget Stocks 2 with real liquidity and real dividends. Keep an air out later in the show for a message about them.
Vincent, I always learn a lot of these shows and you always bring so much opportunity. So tell me about the one that you have today.

**Vincent** (1:27)
Yeah, thank you, Elgin. Nice to be back. Today, we're talking about actually one of my main assets that I hold since end of last year. It's an asset that is down about 35%.
So it's on a bargain. That's why we thought we should cover it. It's Bloom Energy. Bloom Energy is the company that will be, or how I envision Bloom Energy, will be the core power platform in the AI buildout. Because what it does it, it brings power fast and secure and with low emissions to wherever the data centers are going to be built.
That is the core thesis on the name.

**LGDused** (2:11)
Wow. Okay. Well, I'm sure a lot of people maybe know it or they don't know it, but let's start with a quick little company snapshot just to understand a little bit more about it.

**Vincent** (2:18)
Absolutely.
Bloom Energy is a fuel cell company. They're producing the boxes that you can see on the picture here, that you can put wherever you need energy. Obviously, data center is the big story now, but they also have hospitals, schools. I think one of the big, I think it's a football stadium in the US as well. Basically, on-site energy or you can also call it behind the meter energy. Basically, energy coming from a source that is not the grid. How they're producing the energies, it's basically with fuel cells. Fuel cells is basically through an electrochemical process. You have an input material.
In most of the cases, it's actually natural gas.
You put it through those boxes and then you get energy basically. That's the really simple non-tech explanation of what is happening here. Obviously, now during the AI data center craze around the world, but especially in the US., the demand for those boxes just exploded because, and I have a lot of details on that, but it just takes years for a data center to connect with the grid. You need to look for alternative sources. Now, there are other sources as well, like gas turbines, for instance, but Bloom is a really viable option. You see from the financial data on the right-hand side that, as we went through the AI data center build out over those last two years, their earnings just exploded. Also, the valuation exploded. It's definitely not a cheap company, but since it's down about 35 percent from its high, I think it's a great time to talk about it again.

**LGDused** (4:09)
Right off the bat, I have a question for you. Data centers that can't get access to power, what do they do with these fuel cell boxes? Do they order like a hundred of them? Because from what I understand, a data center probably needs a lot more power than a small regional hospital. The hospital needs a lot of power, but modern data centers, I feel like need a lot more power than most other facilities.