Bloom Energy
Bloom Energy is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key customers include Oracle, Equinix.
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
- United States
- 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.
Key products
- Solid oxide fuel cell power servers
- Modular on-site power systems for data centers
Customers
More AI & Data Center companies
Compare with
Schneider Electric · Eaton · Delta Electronics · Vertiv · Flex Ltd. · Asia Vital Components Co., Ltd.
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
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