Bloom Energy
As of 2026-10-09, Bloom Energy has 0 tracked suppliers and 2 tracked customers in this dataset.
Sourced from 3 references — primary source, secondary source — last verified .
Manufactures solid oxide fuel cells deployed as on-site power sources for AI data centers, with supply agreements including Oracle and Equinix.
- Ticker
- NYSE: BE
- Headquarters
- Sunnyvale
- Founded
- 2002
- Revenue
- $2.0B (FY2025) · +37.3% YoY
- Net income
- $-87M
- Operating margin
- 3.6%
- Market position
- leader
- Value-chain segment
- Power & Cooling
- Key products
- Solid oxide fuel cell power servers, Modular on-site power systems for data centers
About Bloom Energy
Bloom Energy, headquartered in United States, operates in the Power & Cooling segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Solid oxide fuel cell power servers, Modular on-site power systems for data centers. wafergraph maps 2 tracked customers for Bloom Energy across the value chain. It has a supply-chain criticality score of 81/100, with 236 companies downstream of it.
Bloom Energy Corporation is an American public company that designs and manufactures solid oxide fuel cells (SOFCs) which independently produce electricity onsite for power generation in data centers, manufacturing, and other commercial sectors. It was founded in 2001 and headquartered in San Jose, California; its fuel cell technology generates electricity through a chemical conversion process, which differs from most other power sources reliant on combustion, and can use natural gas, biogas or hydrogen as fuel. Its SOFCs are deployed on-site where energy is consumed, reducing reliance on central power grid. Bloom also developed electrolyzers for hydrogen production, and holds more than 1000 patents globally.
Role in the chain
Bloom Energy is a market leader in AI & Data Center (Power & Cooling), headquartered in United States. Manufactures solid oxide fuel cells deployed as on-site power sources for AI data centers, with supply agreements including Oracle and Equinix.
Diligence questions
- The dataset names 2 tracked customers for Bloom Energy. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Bloom Energy is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
- Bloom Energy is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Bloom Energy trades as NYSE:BE. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- Solid oxide fuel cell power servers
- Modular on-site power systems for data centers
Customers
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Sources
- https://www.bloomenergy.com/news/oracle-and-bloom-energy-collaborate-to-deliver-power-to-data-centers-at-the-speed-of-ai/
- https://enkiai.com/solid-oxide-fuel-cells/bloom-energy-equinix-ai-data/
- https://investor.bloomenergy.com/press-releases/press-release-details/2025/Brookfield-and-Bloom-Energy-Announce-5-Billion-Strategic-AI-Infrastructure-Partnership/default.aspx
Open the interactive supply-chain view →
Cite as: wafergraph, “Bloom Energy — supply chain, financials & market position”, https://wafergraph.com/company/bloom_energy (data as of 2026-10-09).
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