Company Overview
About Bloom Energy
Bloom Energy Corporation is a San Jose, California-based solid oxide fuel cell manufacturer — publicly traded on the New York Stock Exchange (NYSE: BE) — designing and manufacturing the Bloom Energy Server (Bloom Box), a distributed on-site power generation system that converts natural gas, biogas, or hydrogen into electricity through electrochemical conversion rather than combustion. Founded in 2001 by CEO KR Sridhar, who originally developed solid oxide fuel cell technology for NASA's Mars program, Bloom Energy has installed approximately 1.4 gigawatts of systems at over 1,000 locations across nine countries, serving customers including Google, Walmart, Equinix, and Apple. In fiscal year 2024, Bloom Energy reported annual revenue of $1.47 billion. In 2025, Bloom Energy announced a $5 billion strategic partnership with Brookfield Asset Management to deploy fuel cell technology across AI data centers globally — positioning Bloom Energy as a primary power solution for the surging energy demand from artificial intelligence infrastructure, with a European site expected before end of 2025. Bloom Energy went public in 2018 after raising over $1 billion in venture capital.
Business Model & Competitive Advantage
Bloom Energy's solid oxide fuel cell technology addresses the power reliability and carbon intensity gap for mission-critical facilities that cannot tolerate grid interruptions and face increasing pressure to reduce emissions: data centers running AI workloads require 99.9999% uptime (""six nines"") that the electrical grid — subject to weather events, transmission failures, and frequency instability — cannot guarantee without costly backup generator infrastructure. Bloom's on-site fuel cell generation (converting natural gas or hydrogen directly to electricity at 60%+ efficiency through electrochemical reaction, versus 33-40% efficiency of grid power plants) provides the continuous on-site baseload power that AI data centers require without combustion emissions or grid dependency. The fuel-agnostic design (natural gas today, hydrogen tomorrow as clean hydrogen supply grows) provides a future-proof pathway for data center operators committed to net-zero targets.
Competitive Landscape 2025–2026
In 2025, Bloom Energy competes in the distributed power generation, fuel cell, and data center clean energy market with Cummins (NYSE: CMI, hydrogen fuel cells and generators), Plug Power (NASDAQ: PLUG, hydrogen fuel cells, $500M+ raised), and natural gas peaker plants and diesel generators for AI data center power supply contracts and corporate clean energy procurement. The $5 billion Brookfield partnership (the largest deployment commitment in Bloom's history) reflects hyperscaler and institutional infrastructure investors' recognition that grid power cannot scale fast enough for AI data center buildout timelines — where new substations take 3-7 years to permit and construct while data center demand grows 40% annually. The partnership's European component addresses EU data center operators facing strict carbon reporting requirements under CSRD. The 2025 strategy focuses on executing the Brookfield partnership deployments, converting the AI data center power crisis into long-term PPA contracts, and advancing the hydrogen fuel cell roadmap for zero-carbon distributed generation.
The Bloom Energy Story
Founders
Recent Activity
View all →By using a higher voltage, electrical distribution within the data center can use lower levels of current (amps). 800 VDC also enables greater power density, meaning data centers can pack more GPUs into the same space, and it also increases the efficiency of power distribution within the data center. The post Data Centers’ New 800 VDC Power Architecture Demands New Power Generation Solutions appeared first on Bloom Energy .
Companies that address power early will be best positioned to turn demand into production and gain a competitive advantage. The post Why Power Now Leads the Manufacturing Growth Plan appeared first on Bloom Energy .
Power-intensive industries in the U.S. are coming face to face with an unexpected challenge. After years of relatively predictable utility rate increases, the cost of electrical power is suddenly surging. The post Grid Prices Are Rising and Reliability Is Falling. For Power-Intensive Industries, There’s a Better Way appeared first on Bloom Energy .
Onsite power can reshape how data center developers plan new projects and engage local communities. About a third of all US data centers are expected to run entirely on onsite power by 2030. The post Why data centers are turning to onsite power appeared first on Bloom Energy .
Communities shouldn't have to choose between supporting AI and protecting their water resources. With thoughtful technology choices, they don't have to: Bloom can design systems that not only earn trust through performance, but also through responsible stewardship of the communities in which they operate. The post Communities Are Right to Ask About the Water Use of AI Infrastructure appeared first on Bloom Energy .
The Ratepayer Protection Pledge establishes an important objective. Onsite generation, including Bloom Energy's solid oxide fuel cells operating within resilient microgrids, provides one of the most practical and immediately deployable ways to achieve it. The post The Ratepayer Protection Pledge Is a Turning Point—But Onsite Power Will Determine Whether It Succeeds appeared first on Bloom Energy .
Material Event filed 2026-07-28
Quarterly Report filed 2026-07-28
Bloom Energy is a proven solution for BYOP, and a growing number of major industrial customers trust it to provide a clean, reliable, cost-effective source of power. The post The Bring Your Own Power (BYOP) Solution for Industrial Power Uncertainty appeared first on Bloom Energy .
Key takeaways A $1.7 billion project investment supports the deployment of Bloom fuel cell technology for Nebius’ AI infrastructure build-out. The Nebius project brings together Industrial Development Funding as lead developer, Bloom Energy for onsite power, and Oaktree Capital Management for infrastructure capital. Morgan Stanley arranged the tax equity financing for the Nebius project and […] The post Building AI Infrastructure Takes a Village appeared first on Bloom Energy .
Material Event filed 2026-07-09
As Bloom has grown, we’ve received more questions about scandium oxide. Why do we use it? What does it do? Is there enough of it? The post Demystifying Scandium Oxide: Why It Matters in Bloom Fuel Cells appeared first on Bloom Energy .
Company Timeline
Major milestones in Bloom Energy's journey
Leadership Team
Meet the leaders behind Bloom Energy
KR Sridhar
KR Sridhar founded Bloom Energy in 2001 after serving as director of the Space Technologies Laboratory at the University of Arizona, where he developed fuel cell technology for NASA's Mars program. He has led the company from stealth mode through IPO and continues to drive innovation in clean energy solutions.
Gregory Cameron
Gregory Cameron was appointed as Executive Vice President and Chief Financial Officer effective April 1, 2020. He oversees all financial operations, strategic planning, and investor relations as Bloom Energy scales its operations globally.
Venkat Venkataraman
Venkat Venkataraman serves as Executive Vice President of Engineering and Chief Technology Officer, leading Bloom Energy's technical innovation and product development efforts to advance fuel cell technology and efficiency.
Susan Brennan
Susan Brennan serves as Chief Operations Officer, overseeing Bloom Energy's global operations, manufacturing, supply chain, and deployment of fuel cell systems across customer sites worldwide.
Matt Ross
Matt Ross serves as Chief Marketing Officer, leading Bloom Energy's marketing strategy, brand positioning, and customer engagement as the company expands into new markets including AI data centers and international deployments.
Shawn Soderberg
Shawn Soderberg serves as Executive Vice President, General Counsel, and Secretary, overseeing legal affairs, compliance, governance, and risk management for Bloom Energy's global operations.
Key Differentiators
Emerging Innovator
Bloom Energy is an emerging player bringing innovative solutions to the Climate & Energy market.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
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