Bloom Energy, a hydrogen fuel cell maker, experienced a 10% dip in shares before releasing its second-quarter results. The company's focus on the data center market, driven by the need for power in AI computing, is evident in its new, more efficient fuel cell offering. While the data center market has not yet significantly impacted Bloom's financials, recent agreements with CoreWeave and Amazon Web Services show promising opportunities. Bloom's second-quarter report revealed a revenue increase and non-GAAP profitability, with a positive outlook for the future. The company's ability to provide power solutions for data centers, using 100% hydrogen, natural gas, and hydrogen blends, positions it well in the energy transition landscape. Investors responded favorably to Bloom's performance, indicating confidence in its growth potential in the niche data center market.