GE Vernova (NYSE: GEV) and Bloom Energy (NYSE: BE) have emerged as two of the most prominent beneficiaries of the artificial intelligence infrastructure buildout sweeping global markets. Demand for Bloom’s technology has surged sharply, with the company reporting record revenue of $1.1 billion in Q2 2026, representing a 166% increase year over year. Bloom likely offers higher growth potential and possibly greater upside if distributed on-site generation becomes the dominant solution for powering AI data centers over the long term.