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Ahead of Bloom Energy’s earnings report, the discussion presents its fuel cells as a way for data centers to obtain electricity faster than utility connections. The host reports an 11% share decline, while guest Mark Gibbens remains positive on the company’s longer-term prospects despite a high forward earnings multiple. He wants evidence of manufacturing execution, firm orders and further partnerships. The interview contrasts confidence in AI infrastructure demand with uncertainty over spending pace and returns; no executable trade or earlier-trade update is provided.