Bloom Energy

Positioning

The solid-oxide fuel-cell maker that became the fastest route to on-site baseload power for data centers when grid connections are years away; anchored by Oracle, AEP and Brookfield.

Latest signals

• 15 Oct 2026American Electric Power expects to spend about $4 billion on a 702-MW Bloom Energy fuel-cell project in Wyoming.Utility Dive
• 14 Oct 2026LS Electric secured a $138 million order to supply switchgear for Bloom fuel cells at a Pennsylvania data center.Data Center Dynamics
• 14 Oct 2026LS ELECTRIC secured 670 billion won in switchgear orders over 18 months.The Elec
• 14 Oct 2026LS ELECTRIC will supply Bloom Energy with switchgear and distribution transformers for a U.S. data center.The Elec
• 13 Oct 2026LS Electric won a $138.7 million U.S. data-center power-equipment contract from Bloom Energy.36Kr newsflashes

31 signals name Bloom Energy. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 1 Sept 2026Fuel cell systems for MiTAC Computing's Fremont AI-server manufacturing campusDeployment · Bloom Energy
• 1 Sept 2026Fuel cell systems for an islanded microgrid at MiTAC Computing's Fremont, California manufacturing campusDeployment · Bloom Energy
• 27 Aug 2026Quanta Computer expanded its Bloom Energy onsite-power agreement by more than 150%Contract · Bloom Energy
• 27 Aug 2026Two 200-kilowatt Bloom Energy Servers providing approximately 65% of plant power annually at Owens CorningDeployment · Bloom Energy

31 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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