To feed the never-ending hunger of artificial intelligence (AI) data centers, big tech companies are seeking alternative solutions beyond relying on traditional power grids.
Bloom Energy (NYSE: BE) offers a solution, with its solid oxide technology that provides on-site power
Other sources of power are expected to come from the nuclear energy sector, with Oklo (NYSE: OKLO) and NuScale Power (NYSE: SMR) each developing promising small modular reactors that can allow for more flexibility for placement and greatest scalability than traditional reactors. Between the three, however, I would give the edge to Bloom as the better buy at this moment for a simple reason. Why Bloom has the edge There’s no denying that nuclear power is becoming a bigger investing storyline.
But the investment case around both Oklo and NuScale still hinges on regulatory approval, as neither has commercial operations. The simple reason Bloom is a better investment today is that, compared with Oklo and NuScale, its business is up and running and making money. In its 2026 second-quarter earnings report, Bloom recorded revenue of just over $1 billion, the first time the company has generated more than $1 billion in a quarter.