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Bloom Energy
Solid-oxide fuel-cell on-site power for AI data centers; FY2025 revenue ~$1.9B
HQ US
Recent Business Signals
Jul 4, 2026
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5 Notable Data Center Links, July 4 2026 - Data Center Richness | Substack 5 Notable Data Center Links, July 4 2026 Data Center Richness | Substack
source: gnews-bloom
Jul 4, 2026
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Could Investing $10,000 in Bloom Energy Make You a Millionaire? - The Motley Fool Could Investing $10,000 in Bloom Energy Make You a Millionaire? The Motley Fool
source: gnews-bloom
Jul 4, 2026
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American Electric Power (AEP) Joins Bloom Expansion To Power AI Data Centers - Yahoo Finance American Electric Power (AEP) Joins Bloom Expansion To Power AI Data Centers Yahoo Finance
source: gnews-bloom
Jul 4, 2026
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Could Investing $10,000 in Bloom Energy Make You a Millionaire? - The Globe and Mail Could Investing $10,000 in Bloom Energy Make You a Millionaire? The Globe and Mail
source: gnews-bloom
Jul 3, 2026
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Brookfield expands partnership with Bloom Energy to support fuel cell deployment across AI data centers - Data Center Dynamics Brookfield expands partnership with Bloom Energy to support fuel cell deployment across AI data centers Data Cent…
source: gnews-bloom
Jul 3, 2026
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Bloom Energy Just Entered a $25 Billion Pact for AI Infrastructure. What This Means for BE Stock. - Yahoo Finance Bloom Energy Just Entered a $25 Billion Pact for AI Infrastructure. What This Means for BE Stock. Yahoo Finance
source: gnews-bloom
Jul 3, 2026
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Bloom Energy Lands $25 Billion Brookfield Commitment for AI Data Center Fuel Cells - Tech Times Bloom Energy Lands $25 Billion Brookfield Commitment for AI Data Center Fuel Cells Tech Times
source: gnews-bloom
Jul 3, 2026
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Brookfield And Bloom Energy Expand AI Infrastructure Partnership To $25 Billion - Pulse 2.0 Brookfield And Bloom Energy Expand AI Infrastructure Partnership To $25 Billion  
source: gnews-bloom
Jul 2, 2026
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Bloom Energy’s $25B partnership targets AI’s next bottleneck - thestreet.com Bloom Energy’s $25B partnership targets AI’s next bottleneck thestreet.com
source: gnews-bloom
Jul 2, 2026
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Shorting the Grid: Bloom Energy’s $25B AI Power Play - MarketBeat Shorting the Grid: Bloom Energy’s $25B AI Power Play MarketBeat
source: gnews-bloom
Jul 2, 2026
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Brookfield y Bloom Energy amplían asociación a 25 mil millones - Fuel Cells Works Brookfield y Bloom Energy amplían asociación a 25 mil millones <font colo
source: gnews-bloom
Jul 2, 2026
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Bloom Energy's Long-Term Rally Is Just Getting Started (NYSE:BE) - Seeking Alpha Bloom Energy's Long-Term Rally Is Just Getting Started (NYSE:BE) Seeking Alpha
source: gnews-bloom
Jul 2, 2026
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Brookfield Backs Bloom Energy with $25 Billion to Power AI Infrastructure with Fuel Cells - ESG Today Brookfield Backs Bloom Energy with $25 Billion to Power AI Infrastructure with Fuel Cells ESG Today
source: gnews-bloom
Jul 1, 2026
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Bloom Energy Stock Eyes New Highs as AI Data Center Demand Drives a $25 Billion Deal - Barron's Bloom Energy Stock Eyes New Highs as AI Data Center Demand Drives a $25 Billion Deal Barron's
source: gnews-bloom
Jul 1, 2026
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Hyperscalers Want Bloom Energy's Fuel Cells. Brookfield Wants to Help - Yahoo Finance Hyperscalers Want Bloom Energy's Fuel Cells. Brookfield Wants to Help Yahoo Finance
source: gnews-bloom
Jul 1, 2026
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Bloom Energy Surges 12% as Brookfield Quintuples AI Power Financing to $25 Billion - Investorideas.com Bloom Energy Surges 12% as Brookfield Quintuples AI Power Financing to $25 Billion Investorideas.com
source: gnews-bloom
Jul 1, 2026
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Brookfield and Bloom Energy Expanded Their AI Power Partnership to $25 Billion. Here's What Investors Need to Know. - The Motley Fool Brookfield and Bloom Energy Expanded Their AI Power Partnership to $25 Billion. Here's What Investors Need…
source: gnews-bloom
Jul 1, 2026
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Brookfield-Bloom $25B Aims to Make Energy Certainty Financeable - Data Center Knowledge Brookfield-Bloom $25B Aims to Make Energy Certainty Financeable Data Center Knowledge
source: gnews-bloom
Jul 1, 2026
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Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure - Bloom Energy Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25…
source: gnews-bloom
Jul 1, 2026
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Bloom Energy (BE) Is Down 11.2% After Brookfield Expands AI Power Financing To $25 Billion – Has The Bull Case Changed? - simplywall.st <a href="
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)
- grid interconnect1
- microgrid controls1