Stack L1
Bloom Energy
Solid-oxide fuel-cell on-site power for AI data centers; FY2025 revenue ~$1.9B
HQ US
Recent Business Signals
Aug 12, 2026
news_mention
Optimal Transit Unveils Second Configuration of the Kraaken™ Data Center: A Ship That Can Power 32,000 Homes, Produce Clean Water for 150,000 People, and Host 60 MW of AI Compute – With No Fuel and No Emissions - AOL.com Optimal Transit Unv…
source: gnews-bloom
Aug 12, 2026
news_mention
Bloom Energy: The AI Data Center Power Champion Faces a Crucial Test After a 500% Surge - NAI500 Bloom Energy: The AI Data Center Power Champion Faces a Crucial Test After a 500% Surge NAI500
source: gnews-bloom
Aug 11, 2026
news_mention
Bloom Energy Stock Is Up 153% This Year. Can the Rally Continue? - The Motley Fool Bloom Energy Stock Is Up 153% This Year. Can the Rally Continue? The Motley Fool
source: gnews-bloom
Aug 11, 2026
news_mention
Bloom Energy (BE) Deepens AI Power Footprint In Fremont - Yahoo Finance Singapore Bloom Energy (BE) Deepens AI Power Footprint In Fremont Yahoo Finance Singapore
source: gnews-bloom
Aug 11, 2026
news_mention
Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb - 24/7 Wall St. Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb 24/7 Wall St.
source: gnews-bloom
Aug 11, 2026
news_mention
Bloom Energy Stock Is Up 153% This Year. Can the Rally Continue? - The Globe and Mail Bloom Energy Stock Is Up 153% This Year. Can the Rally Continue? The Globe and Mail
source: gnews-bloom
Aug 11, 2026
news_mention
Bloom Energy fuel cells cut water use at AI data centers to near-household levels, company says - Energies Media Bloom Energy fuel cells cut water use at AI data centers to near-household levels, company says Energies Media
source: gnews-bloom
Aug 10, 2026
news_mention
Why data centers are turning to onsite power - Bloom Energy Why data centers are turning to onsite power Bloom Energy
source: gnews-bloom
Aug 10, 2026
news_mention
Multi-Stage Air Compressor Market Forecast 2026-2035: Growth Driven by Fuel Cell BOP Demand - News and Statistics - IndexBox Multi-Stage Air Compressor Market Forecast 2026-2035: Growth Driven by Fuel Cell BOP Demand - News and Statistics I…
source: gnews-bloom
Aug 10, 2026
news_mention
The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It - The Motley Fool The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It The Motley Fool
source: gnews-bloom
Aug 9, 2026
news_mention
Is Bloom Energy (BE) A Bargain As Guidance Rises And MiTAC AI Deals Expand? - simplywall.st <a href="
source: gnews-bloom
Aug 9, 2026
news_mention
Bloom Energy delivers record quarterly revenue of $1.07 billion as demand from AI data center power projects continues to grow - Energies Media Bloom Energy delivers record quarterly revenue of $1.07 billion as demand from AI data center po…
source: gnews-bloom
Aug 8, 2026
news_mention
Bloom Energy (BE) Extends AI Onsite Power Deal With New Fremont Microgrid - simplywall.st <a href="
source: gnews-bloom
Aug 7, 2026
news_mention
Bloom Energy-MiTAC Expand On-Site Power Partnership - Benzinga Bloom Energy-MiTAC Expand On-Site Power Partnership Benzinga
source: gnews-bloom
Aug 7, 2026
news_mention
With speed to power in mind, data centers are eyeing fuel cells – This Week in Cleantech - Factor This With speed to power in mind, data centers are eyeing fuel cells – This Week in Cleantech Factor This
source: gnews-bloom
Aug 7, 2026
news_mention
Attorney challenges Vineland officials over AI data center approval - Courier-Post Attorney challenges Vineland officials over AI data center approval Courier-Post
source: gnews-bloom
Aug 7, 2026
news_mention
Bloom Energy Continues to Set the Standard for AI Onsite Power with Expanded MiTAC Partnership - 01net Bloom Energy Continues to Set the Standard for AI Onsite Power with Expanded MiTAC Partnership 01net
source: gnews-bloom
Aug 6, 2026
news_mention
Bloom Energy Continues to Set the Standard for AI Onsite Power with Expanded MiTAC Partnership - Business Wire Bloom Energy Continues to Set the Standard for AI Onsite Power with Expanded MiTAC Partnership Business Wire
source: gnews-bloom
Aug 6, 2026
news_mention
Fuel cells will power MiTAC’s AI server campus in Fremont - Stock Titan Fuel cells will power MiTAC’s AI server campus in Fremont Stock Titan
source: gnews-bloom
Aug 6, 2026
news_mention
Vineland, N.J. data center makes case for on-site power generation during 6-hour hearing - WHYY Vineland, N.J. data center makes case for on-site power generation during 6-hour hearing WHYY
source: gnews-bloom
Funding & valuation history
Dec 24, 2025 · funding-research
Bloom Energy raised $600M in debt financing led by Wells Fargo.
Dec 24, 2025 · funding-research
Bloom Energy completed a $600 million debt financing round led by Wells Fargo.
Jun 1, 2024 · funding-research
Bloom Energy raised a $150 million venture capital round at a $2.7 billion pre-money valuation, led by Advanced Equities, Apex Venture Partners, DAG Ventures, NEA, and Goldman Sachs.
Strategic Position
What they do best
Delivering fast on-site primary power: the Oracle deal (17af21a6) cites fuel cells deployable within ~90 days versus multi-year grid interconnect queues.
Their bet
Behind-the-meter fuel cells become the default fast power for AI clusters, underwritten by Brookfield's up-to-$5B financing vehicle (2b1a430b) scaling deployment beyond Bloom's own balance sheet.
Top risk
Revenue is concentrated in the Oracle relationship; if no second named hyperscaler/data-center PPA is announced by Q3 2026 earnings, the Brookfield $5B pipeline thesis looks unconverted.
Compared to peers
Direct competitor
GE Vernova
GE Vernova sells dispatchable gas turbines for the same 'bypass-the-interconnect' hyperscaler power need; Bloom counters with modular fuel cells deployable in ~90 days (17af21a6).
Substitute
Generac
Generac gas/diesel gensets are the cheaper standby substitute; Bloom positions as cleaner continuous primary power, not 99.999% backup.
Why someone would join
- 1.Revenue scaled from $326M in Q1 2025 (a571fda2) to ~$1.9B FY2025 (41044b02), beating the $1.65-1.85B guidance—genuine demand inflection, not a pitch.
- 2.Brookfield's up-to-$5B October 2025 commitment (2b1a430b) plus 2026 hiring on grid interconnect (2 reqs) and data center power signals a multi-year deployment build-out.
Recent Hiring (60 days)
No specialty signals in the last 60 days.