Bloom Energy CorpArticle highlights structural surge in AI-driven electricity demand, benefiting distributed power providers like Bloom Energy.

Energy funds experienced $3.2 billion in outflows during the week ending July 1, the largest weekly withdrawal since July 2024 and the second-biggest in at least a decade, according to BofA Global Research and EPFR data. The four-week average reached negative $1.8 billion, the weakest reading on record after standing at a record positive $2.5 billion only two months earlier. The sell-off was driven by falling oil prices following an Iran ceasefire, but analysts argue it overlooks a structural surge in electricity demand from artificial intelligence. The International Energy Agency expects global data center electricity demand to more than double by 2030, benefiting utilities, nuclear power producers, and distributed power providers such as Bloom Energy. Investors may also consider ETFs like the Defiance AI & Power Infrastructure ETF to capture the trend.
Bloom Energy CorpArticle highlights structural surge in AI-driven electricity demand, benefiting distributed power providers like Bloom Energy.
GE Vernova LLC