Bloom Energy & Lumentum: Two Under-the-Radar AI Data Center Stocks to Watch Now | 7Investing Live

About this episode

The episode discusses Bloom Energy and Lumentum as key players in the AI data center space, focusing on their technologies and market potential.

The biggest bottleneck in the AI infrastructure boom isn't chips — it's power. Simon Erickson and Heather Horton deep dive into two 7Investing watchlist additions built for exactly this moment: Bloom Energy (NYSE:BE) and Lumentum (NASDAQ:LITE). Bloom's modular solid oxide fuel cells deliver on-demand power with no combustion emissions, a $22 billion backlog, and a brand new deal with Oracle (NYSE:ORCL) that sent the stock up 23% in a single day — doubling their existing partnership to 2.8 gigawatts of AI data center power production. Then Simon breaks down Lumentum's laser transceiver technology that converts electrical signals into optical signals for faster, more efficient data transfer inside hyperscale data centers. NVIDIA (NASDAQ:NVDA) was so convinced they signed a multi-year strategic alliance AND invested $2 billion directly into the company. With Jensen Huang projecting $4 trillion a year spent on AI data centers by 2030, both of these picks-and-shovels plays could be sitting at major inflection points. Whether you're investing in AI infrastructure stocks, clean energy stocks, or looking for the next under-the-radar growth opportunity beyond Nvidia, this episode covers…

People in this episode

Host: Simon Erickson

Guest: Heather Horton

Topics covered

• AI infrastructure
• clean energy
• data centers
• investing
• growth opportunities

Keywords

• AI infrastructure
• Bloom Energy
• Lumentum
• data centers
• clean energy
• investing
• NVIDIA
• Oracle

Mentioned in this episode

Organizations: Bloom Energy, Lumentum, Oracle, NVIDIA, 7investing, Bank of America, Meta Platforms, Walmart, Broadcom

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