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

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 two compelling watchlist names worth researching today. 🔗 Free 7investing trial: Publicly Traded: Bloom Energy (NYSE:BE) Lumentum (NASDAQ:LITE) NVIDIA (NASDAQ:NVDA) Oracle (NYSE:ORCL) Broadcom (NASDAQ:AVGO) Meta Platforms (NASDAQ:META) Walmart (NYSE:WMT) Bank of America (NYSE:BAC) Applied Optoelectronics (NASDAQ:AAOI) Brookfield Asset Management (NYSE:BAM) Private / Not Publicly Traded: xAI (private — Elon Musk) Amazon / Alexa (referenced, NASDAQ:AMZN) ⚠️ This is not investing advice. Please do your own research before making any investment decisions. 📈 Stocks & Companies Mentioned#️⃣ Hashtags

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Bloom Energy & Lumentum: Two Under-the-Radar AI Data Center Stocks to Watch Now 7Investing Live is an episode from The 7investing Podcast by 7investing.

This episode is 00:21:10 long.

This episode was published on Apr 15, 2026.

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