Bloom Energy는 AI 데이터센터에 배차 가능하고 탄소 배출권 대상 에너지 공급을 위한 2GW급 연료전력 발전 시설인 'Project Phoenix'를 발표했습니다.
Bloom Energy is gaining another meaningful proof point as its fuel cells are being deployed for Aligned Data Centers' 2 GW Project Phoenix in Pennsylvania, according to RBC Capital. The project reinforces Bloom's expanding role in powering large data centers.
Project Phoenix is a three-facility, 2 GW campus in Shippingport, Pennsylvania, designed to use dedicated onsite power rather than rely solely on the local grid. Bloom Energy will provide natural gas-fed fuel cell technology to generate power for the campus, which has now broken ground.
RBC maintained an 'Outperform' rating on BE stock with a target price of $335. A day earlier, Mizuho raised its Bloom Energy price target to $351 from $242 and maintained an 'Outperform' rating, citing stronger pricing and demand trends that support higher long-term selling prices and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins. Mizuho also noted improving visibility into deliveries for the second half of 2026 and 2027 despite continued permitting uncertainty.
Project Phoenix adds to Bloom Energy's growing list of large data center deployments. In April, Bloom expanded its partnership with Oracle under a master services agreement covering up to 2.8 GW of fuel cell capacity, with an initial 1.2 GW already contracted and being deployed across U.S. projects. Bloom also expanded its financing partnership with Brookfield in June, increasing the AI infrastructure power-project framework from $5 billion to $25 billion. The companies said the larger commitment was intended to support faster deployment of Bloom's onsite power systems for AI infrastructure globally.
The bullish commentary comes just days before Bloom Energy is set to join the S&P 500 on September 21, a move that could bring additional demand from index-tracking funds required to hold the stock. Index inclusion can also broaden investor visibility and support trading liquidity.