Motley Fool Backs Bloom Energy, Oneok as U.S. Data-Center Power Demand Hits 66 GW by 2027
Updated
Updated · The Motley Fool · Jun 14
Motley Fool Backs Bloom Energy, Oneok as U.S. Data-Center Power Demand Hits 66 GW by 2027
2 articles · Updated · The Motley Fool · Jun 14
Summary
U.S. data-center power demand is projected to jump from 31 GW in 2025 to 66 GW by 2027, prompting Motley Fool to highlight Bloom Energy and Oneok as AI-infrastructure plays.
Bloom Energy is pitching its solid oxide fuel cells as primary on-site power for constrained data centers; Oracle’s Project Jupiter in New Mexico plans to use up to 2.45 GW from Bloom servers.
Bloom’s momentum is showing in results—revenue surged 130.4% to $751.1 million, with fiscal 2026 sales guided at $3.4 billion to $3.8 billion—but a paused 1.8 GW Crusoe project underscores timing risk.
Oneok is benefiting as AI data centers lean on gas-fired generation, with talks underway in Oklahoma and Texas and more than 40 counterparties representing over 5 billion cubic feet per day of potential demand.
Oneok’s broader gas and NGL footprint adds support beyond AI alone: first-quarter adjusted EBITDA rose 13% to nearly $2 billion, and it expects $8 billion to $8.5 billion for fiscal 2026.