Axios

Meet the unlikely poster child for the AI boom and its insatiable energy demand.

Why it matters: Bloom Energy, long seen as a niche energy player, can deliver on-site power far faster than traditional options — a critical edge as data centers race to secure electricity.

President Trump's chief technology officer is calling for the U.S. to aggressively export its AI tech as the administration prepares to roll out a centerpiece of its AI strategy.

The big picture: The White House is framing AI exports as a way to avoid losing U.S. tech leadership abroad.

Axios CEO Jim VandeHei, the co-founder of two media companies, learned the hard way that to thrive in today's constantly evolving landscape — you must maintain a "startup mode."

• Here are 5 ways anyone, young or old, can adopt a startup mentality.

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As tech stocks are getting hammered, Wall Street is bidding up real-world, real-goods companies, so-called consumer staples that are likely to stick around even as AI disrupts other industries.

Why it matters: When investors don't understand tech bubbles, they buy soap bubbles instead.

Business leaders are struggling to tell their AI story to employees, shareholders, customers and regulators as skepticism of the technology grows.

Why it matters: If they can't message it, they certainly won't be able to implement it and prove its return on investment.

• And so far, that's proving true.

The software selloff is giving investors an opportunity they haven't had in a year: tech stocks on sale.

Why it matters: Investors just have to delineate between the stocks that can survive and the ones that will become the BlackBerrys of AI disruption.