The demand for energy is expected to rise, especially with the growth of artificial intelligence applications like OpenAI's ChatGPT. Bloom Energy is positioning itself as a key player in meeting this demand by developing technology for low-carbon, grid-independent power generation. The company sees hydrogen as a clean alternative to meet energy needs and help in achieving long-term carbon reduction goals. Bloom's technology allows for modular servers that can provide scalable energy solutions while being resilient against various disruptions. Recent partnerships with Intel and CoreWeave further highlight the company's potential in the data center market. While Bloom Energy has shown revenue growth and progress in reducing operating losses, it still faces challenges in achieving profitability. The company's financial performance has seen some fluctuations, with a slight slowdown in sales this year. Despite this, management expects revenue growth for the year. Bloom Energy is making strides in improving its non-GAAP operating income, aiming to reach profitability in the near future. Investors interested in the clean energy and hydrogen trends may find Bloom Energy's stock attractive, but should be cautious about the company's path to profitability before investing.