The tech giant expects its cloud infrastructure revenue to surge 77% this fiscal year to $18 billion and reach a staggering$144 billion by 2030. That kind of growth means data center capacity will need to expand rapidly, and Bloom’s partnership with Oracle positions it perfectly to support that demand. That said, Bloom Energy has been one of the standout beneficiaries of the AI boom, and its price performance tells an incredible story.Much of the investors' and analysts' enthusiasm for BE stock comes from ...