Bloom Energy has seen a significant surge in stock price, soaring 48% after announcing a groundbreaking fuel cell supply deal with American Electric Power (AEP) to support their data centers. This initiative includes a massive procurement agreement for up to 1 GW of solid oxide fuel cells, which is expected to bolster energy supply and resilience for large data users. Analysts are optimistic, with price targets raised by multiple firms, projecting potential revenue growth for Bloom Energy to reach $1.8 billion. The excitement in the market reflects a growing confidence in Bloom Energy as a key player in the clean energy transition.