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Jan 20, 2026 4:00 AM

Tom Nash Says This Energy Stock Could Solve AI's Power Crisis: Sees 7x Upside And 1,400% Revenue Growth In 5 years 'If They Execute'

Investor Tom Nash says this California-based energy company will play a pivotal role in solving AI’s “greatest bottleneck,” that is, reliable power for data centers.

Sees 7x Upside Through 2030

Nash, known for earlier bullish calls on Palantir Technologies Inc. (NASDAQ:PLTR) and Tesla Inc. (NASDAQ:TSLA), is now highlighting fuel-cell maker Bloom Energy Corp. (NYSE:BE) as his next major bet, projecting significant upside in the coming years.

On his YouTube channel last week, Nash said that the company was addressing what he called “literally the greatest bottleneck in AI,” with its on-site fuel-cell systems that allow data centers to bypass the strained U.S. electrical grid entirely.

“You drop this thing in the parking lot and you have electricity without the grid,” he said, ...