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Power has go 1 of the biggest bottlenecks successful the planetary artificial quality (AI) build-out. Goldman Sachs expects the request for powerfulness successful the U.S. information halfway marketplace to emergence from 31 gigawatts (GW) successful 2025 to 66 GW by 2027, driven chiefly by the accelerated enlargement of AI infrastructure.

Hence, companies that supply the powerfulness and vigor infrastructure supporting the AI economy, specified arsenic Bloom Energy (NYSE: BE) and Oneok (NYSE: OKE), tin besides beryllium to beryllium astute picks. Here's why.

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Bloom Energy

Bloom Energy's coagulated oxide substance cells supply on-site power, which is becoming progressively invaluable for data-center developers facing energy shortages and grid transportation delays.

Bloom Energy is positioning itself arsenic a halfway AI powerfulness supplier, not conscionable a backup powerfulness vendor. Oracle's (NYSE: ORCL) Project Jupiter, an upcoming multi-gigawatt AI mill successful New Mexico, volition usage up to 2.45 GW of powerfulness from Bloom Energy servers. That replaces antecedently planned state turbines and backup diesel generators.

Additionally, much than fractional of Bloom Energy's existent data-center backlog comes from contracts with different hyperscalers, AI-focused unreality providers, and colocation operators that lease data-center capableness to customers astatine the extremity of the archetypal 4th of fiscal 2026 (ending March 31, 2026). The institution besides exited fiscal 2025 with astir $20 cardinal of full existent backlog.

The fiscal results are opening to bespeak that request momentum. The company's gross surged 130.4% twelvemonth implicit twelvemonth to $751.1 million. Management present expects full-year fiscal 2026 gross to autumn successful the scope of $3.4 cardinal to $3.8 billion.

However, Bloom Energy is besides exposed to important project-timing risk. Shares precocious fell astir 10%, aft reports that operation was paused astatine a 1.8 GW Crusoe Energy information halfway project, which besides progressive Bloom Energy. Hence, the institution present needs to show that its ample backlog tin beryllium converted into gross without large delays.

Oneok

Oneok is simply a large midstream vigor institution that transports, processes, stores, and exports earthy state liquids, earthy gas, refined products, and crude oil.

Oneok's infrastructure is becoming much relevant, arsenic information centers summation request for earthy gas-fired power. The institution is successful precocious discussions with information halfway customers successful Oklahoma and Texas. The institution is besides evaluating much than 40 data-center-related counterparties representing much than 5 cardinal cubic feet per time of imaginable earthy state demand. Some data-center projects that were initially expected to beryllium tiny pipeline connections person grown into larger opportunities, arsenic hyperscalers present necessitate bigger state volumes and larger pipelines.