The massive investment in building AI data centers is one of the biggest storylines this year. Power is the biggest bottleneck in developing this crucial AI infrastructure. That's providing an additional opportunity for Bloom Energy (NYSE: BE) to cash in on the AI power story. Companies like MiTEC are facing the same power constraints as AI data center developers. Meanwhile, global investment firm Brookfield Asset Management expanded its strategic AI partnership with Bloom fivefold to $25 billion in June.