Morgan Stanley says the U.S. could face a roughly 33-GW power shortfall through 2028 despite onsite generation and other accelerated power solutions. Insider Monkey contrasts Bloom Energy's on-site fuel cells with GE Vernova's turbines and grid equipment.
Bloom's fuel cells can be installed at data centers while grid or generation projects wait. Q2 revenue topped $1 billion, and management guided to roughly $3.9 billion–$4.2 billion for the year. The article says fuel cells compete with utility power, gas generation, batteries and future grid upgrades, with customer economics depending on fuel costs and project structure. GE Vernova's gas-turbine and electrification backlogs offer exposure to multi-year investment, but turbine slots, permitting and transmission can take years.
