On May 22, Bloom Energy rose 3.1% overnight, trading at approximately $318.47 per share, with trading volume of $13.57 million. The stock continued its upward momentum driven by a landmark commercial agreement with AI infrastructure company Nebius.

On the news front, Nebius disclosed in an SEC filing that its subsidiary signed a master fuel cell capacity agreement with Bloom Energy, under which Nebius will pay up to $2.6 billion in monthly service fees over the contract term to purchase electricity generated by Bloom's on-site power supply systems. The project is expected to come online in three phases, each with a 10-year contract period, providing approximately 250 megawatts of guaranteed capacity and 328 megawatts of installed capacity. Bloom Energy will install, operate, and maintain the systems at Nebius's U.S. data centers, with potential future global expansion.

The deal highlights the growing power bottleneck facing AI infrastructure expansion. Nebius's chief product officer stated that Bloom's fuel cells deliver near-zero-emission clean power deployable on-site within required timelines, directly addressing AI workload reliability demands.

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