Cramer’s Mad Dash: Bloom Energy
Speakers
Jim Cramer
— Host, Mad Money
David Faber
— Anchor, Squawk on the Street / Media Analyst
Summary
Jim Cramer presents Bloom Energy as a promising data center play on CNBC's Mad Dash. He highlights its solid oxide fuel-cell technology, its profitability, and a $2.65 billion deal with American Electric Power. Cramer argues that high energy costs and difficulty securing power make Bloom's solution especially valuable. The segment also compares Bloom's opportunity to Caterpillar's unexpected data center growth.
- Jim Cramer discussed Bloom Energy on Mad Dash.
- Bloom Energy uses solid oxide technology aimed at data centers.
- American Electric Power signed a $2.65 billion deal with Bloom Energy.
- Cramer noted Bloom Energy is profitable.
- High energy costs support Bloom Energy's value proposition.
- A co-host compared the data center opportunity to Caterpillar's growth engine.
Ideas
Bloom Energy is a data center play
Cramer says Bloom Energy has done little since its 2018 IPO, but its solid oxide technology for data centers is now feasible and valuable because energy is expensive and hard to obtain. He notes Bloom is profitable and has signed a $2.65 billion deal with American Electric Power, a forward-looking utility and the largest transmission company in the country, which validates the technology and makes Bloom a good data center play.
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This CNBC video, published January 08, 2026, features Jim Cramer discussing BE. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: BE