The article discusses how Bloom Energy, a company in the United States, is set to benefit from recent energy legislation and advancements in AI technology. American investors are closely watching the progress of the Big, Beautiful Bill, which favors certain types of energy production. Analysts like Christopher Dendrinos are optimistic about Bloom's future, citing the expected surge in energy demand, particularly driven by AI technology. Bloom's energy servers are seen as ideal for providing the required power to data centers in the Age of AI. The company is highlighted as a potential winner under Trump's budget reconciliation bill, which supports energy sources like natural gas and hydrogen, both of which are specialties of Bloom. Despite some uncertainties regarding the bill's passage, Bloom Energy remains well-positioned due to its focus on hydrogen and natural gas offerings, which are favored in the current legislation.