$BE · Tom Nash · 2026-10-29
Bloom Energy 是数据中心最佳的就地能源供应商，以电力解决了 AI 最大的瓶颈，且没有更好的替代方案。尽管过去一年上涨 70% 且并未崩盘，它客观上仍然便宜，数字极为庞大。
逐段跳播
现在，再说一个。这只股票已经涨上去了，好吧？过去一年它上涨了70%。我明白。它没有崩盘，但凭借巨大的数字，它客观上仍然便宜。所以，这就是 Bloom Energy，代码是 BE。
这是为数据中心提供现场能源。目前市场上没有比这更好的了。这是人工智能中最大、最疯狂的瓶颈。能源就是问题所在。毫不夸张地说，我们有政客在说：“嘿，如果你想在我们的辖区建数据中心，你就得想办法给它供电，因为电网根本承受不了。”Bloom Energy 做的就是这件事
Now, one more. This stock has already gone up, okay? It has increased by 70% over the past year. I understand that. It did not collapse, but it remains objectively inexpensive with enormous figures.
So, this is Bloom Energy, and its symbol is BE. This is on-site energy provision for data centers. There is nothing better on the market right now. This is the biggest and most insane bottleneck in artificial intelligence.
Energy is the problem. Literally, we have politicians saying, " Hey, if you want to set up a data center in our jurisdiction , you have to power it somehow, because there's no way the network can handle it." Bloom Energy does this
我们有这些在现场提供能源的人。不是 Bloom，但 Amazon 很庞大，Google 也很庞大，不过这并不重要。
We have these people who provide energy on site. It's not Bloom, but Amazon is huge , and Google is huge, but that does n't matter.
在某个时候，下一个 Palantir 就是 Palantir、Bloom、Amazon、Google 等等本身。
At some point, the next Palantir is just Palantir, Bloom , Amazon, Google, and so on.