Bloom Energy Corp (BE) 今日盘中大涨5.13%，引起了市场的广泛关注。
消息面上，Nebius旗下子公司已与Bloom Energy签署了一份价值高达26亿美元的燃料电池产能主协议及相关系统订单。根据协议，Nebius将在合同期限内支付月度服务费，用于购买电力供应系统产生的产能及相关电力，该项目预计分三阶段上线，保障产能约250兆瓦，系统装机容量约328兆瓦，并由Bloom Energy负责安装、运营和维护。
该协议是继此前与甲骨文达成2.8GW供电合作后，公司在AI数据中心供电领域斩获的又一重大订单，进一步验证了其固体氧化物燃料电池技术在高算力场景中的商业化前景，巩固了其在清洁能源领域的增长逻辑。
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