Bloom Energy.
Bloom Energy is the company that develops, builds, and installs Bloom Energy Servers.
- Reports this week
- 5
- Active events
- 6
- Connections
- 255
What's happening
Active this week
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US data centers are successfully utilizing Bloom Energy fuel cells.Some support1 report1 development inside
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NTT DATA announced it will utilize Bloom Energy's fuel cell technology for its global data centers.Some support1 report
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AI data center demand affects both Bloom Energy and Sterlite Technologies.Some support1 report
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CUMI announced support for Bloom Energy-related products and expects Rhodius to achieve breakeven.Some support1 report
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Bloom Energy is profitable and Plug Power is engineering a turnaround, with both companies tied to the hydrogen economy.Some support4 reports
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California Resources (CRC) and CTV signed an MOU with Bloom Energy for development in California.Some support1 report
Earlier this month
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MarketBeat's screener tool highlighted a diverse group of companies including Bloom Energy, GE Vernova, Chevron, Tesla, IREN, ExxonMobil, and Honeywell.Some support1 report1 development inside
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Investigation announced in New York City involving Bloom Energy.Some support1 report
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The new event involves multiple concurrent developments: DataOne developing a project for Nebius Group, Nebius Group supporting AI infrastructure for Microsoft, and Bloom Energy proposing fuel cells in Vineland.Well supported7 reports3 developments inside
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Oracle is procuring up to 2.8 gigawatts of Bloom's fuel-cell systems, driven by the broader demand for AI power.Well supported7 reports1 development inside
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Bloom Energy's technology is powering Oracle's Project Jupiter campus, benefiting from growing AI power demand.Some support1 report
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FuelCell Energy, Plug Power, and Bloom Energy compete in the fuel cell market and are listed on the Nasdaq stock exchange.Well supported19 reports3 developments inside
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A massive data center project in New Mexico, backed by Blue Owl Capital, is utilizing Bloom Energy fuel cells for power and plans to sell computing capacity to OpenAI via Oracle.Some support2 reports
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Capital rotation from AI names to defensive sectors is driving sector-specific selloffs, affecting companies including Bloom Energy and Caterpillar.Some support2 reports
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Bloom Energy is expanding its manufacturing operations and partnerships in Fremont to deploy fuel-cell systems.Well supported3 reports1 development inside
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Vertiv is involved in Nvidia's AI infrastructure push, while Bloom Energy expands partnerships with Oracle and Brookfield.Some support1 report1 development inside
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AEP is investing in a facility near Cheyenne, utilizing Bloom Energy fuel cells to supply power to Google.Well supported3 reports
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Both Allison Transmission and Bloom Energy are currently recognized as high-growth stocks that are outperforming the market.Some support1 report
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MarketBeat identified Bloom Energy as a stock to watch on August 1, 2026.Some support17 reports
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K.R. Sridhar is confirmed as the CEO of Bloom Energy. The market performance between Bloom Energy and Plug Power is showing a noticeable divergence.Well supported5 reports
One to three months ago
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Several companies, including Atlassian and AppLovin, are seeing increased retail investor interest driven by AI infrastructure demand and software sector shifts.Some support1 report
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Bloom Energy purchased a building in Fremont to expand production capacity, while Ameren Missouri is a potential new client.Some support1 report
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Bloom Energy partners with American Electric Power to provide on-site power solutions for data centers, including Equinix.Well supported10 reports2 developments inside
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Trump's tariff plan caused market tanking, an event that occurred on August 22, 2025.Some support11 reports3 developments inside
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Both Bloom Energy and Amphenol are benefiting from the tailwinds of Artificial Intelligence.Some support1 report
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Partnerships involving Bloom Energy, Oracle, Brookfield, and AEP target AI infrastructure with $25 billion in financing.Some support3 reports1 development inside
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Bloom Energy, Oracle, and Brookfield Asset Management are collaborating on data centers driven by sustained demand from AI infrastructure.Some support1 report
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OpenAI, Bloom Energy, and partners are pursuing a joint AI capacity building effort in New Mexico, utilizing on-site fuel cell power and natural gas supply for a proposed data center site.Some support2 reports
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Bloom Energy disclosed insider trading via Form 4 filing with the SEC.Some support1 report
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Ameresco, based in Massachusetts, was awarded a contract to develop power plants, coinciding with a discussion on reactor safety by a professor at the University of Maryland.Some support1 report1 development inside
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Ameresco and Bloom Energy are proposing advanced nuclear power solutions, including microreactors, for critical facilities like Picatinny Arsenal and utilizing natural gas.Some support1 report
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Bloom Energy expanded a strategic partnership with Brookfield for power projects on June 30, 2026.Some support4 reports
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IEA highlights power sector growth driven by AI, noting that AI demand in 2030 will exceed Japan's current power use.Some support2 reports
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Nvidia, Bloom Energy, and Marvell Technology are being discussed in the context of AI sector valuation.Some support1 report
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Bloom Energy's technology is being utilized to provide necessary power solutions for AI data centers, specifically in relation to Google's operations.Some support4 reports1 development inside
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VOO index undergoes changes including adding Illumina and Bloom Energy, while Builders FirstSource is removed. Separately, Fisher Investments promotes VOO strategies.Some support2 reports
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Bloom Energy secured financing from Brookfield and is providing fuel cells to AEP.Some support3 reports
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Jim Cramer used CNBC to review AMD and flag outsized call buying in Bloom Energy during a market trends discussion.Some support2 reports
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Nvidia, Bloom Energy, and Micron Technology are involved in the AI process alongside other companies.Some support1 report
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Oracle data center in Doña Ana County, NM, utilizes Bloom Energy fuel cells and invests in local infrastructure.Well supported14 reports
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CNBC reported on market activity of Bloom Energy stock, with details sourced from Cboe in Chicago.Some support1 report
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CNN is reporting on the stock coverage of Bloom Energy.Some support2 reports
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Rosen Law Firm filed a class action suit on behalf of purchasers concerning Bloom Energy on August 1, 2026.Well supported3 reports
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Bloom Energy and Oracle are researching fuel cell CO2 capture potential to meet the energy goals of New Mexico.Some support2 reports
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Analysts predict elevated prices for the rest of the year following investment preceding Bloom Energy's S&P 500 listing announcement.Some support1 report
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Bloom Energy and Hitachi announced a collaboration to deliver fuel cell power solutions and expand energy solutions in Japan.Some support2 reports
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Bloom Energy's inclusion in the S&P 500 index is boosting investor confidence.Well supported7 reports
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Fuel cell companies saw stock movements driven by S&P inclusion and analyst upgrades, including a price target raise for Bloom Energy.Well supported3 reports
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Bloom Energy will deploy fuel cells in a data center project located in Wyoming.Some support1 report
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Nancy Pelosi disclosed significant shares of Bloom Energy, while Elon Musk's power crisis warnings drove demand for Tesla.Some support1 report
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Bloom Energy, whose CEO is Sridhar, is utilizing a complex international supply chain for its projects, including materials sourced from China.Well supported15 reports2 developments inside
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Bloom Energy, which relies on scandium from China, has established a plant in Delaware.Some support1 report
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Bloom Energy secured a deal with Oracle, leading investors to favor Bloom over Plug Power.Well supported7 reports1 development inside
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Nancy Pelosi's spouse purchased shares of Bloom Energy and Intel in September 2026.Some support2 reports
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Bloom Energy and FuelCell Energy announce strategic agreements and facility expansions related to AI data centers.Some support5 reports1 development inside
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FuelCell Energy and Bloom Energy are involved in the hydrogen sector, with FCEL having supplied modules at a complex in Rotterdam.Some support2 reports
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FuelCell Energy, Bloom Energy, and Sunrun are companies operating within the renewable energy sector.Some support2 reports
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Bloom Energy faces leadership changes including a new CEO and CFO, amid allegations regarding the company's supply chain and China.Some support1 report1 development inside
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Bloom Energy relies on scandium sourced from China.Some support4 reports
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Bloom Energy announced major AI partnerships with Oracle and Brookfield. Meanwhile, Google secured a PPA-backed wind project in Texas, and Oklo landed deals with Meta Platforms and Switch.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Bloom Energy
Events traced to Bloom Energy, step by step, newest first- Bloom Energy may benefit from Oracle's expanding AI data center needsBloom Energy may see increased demand for power systems supporting Oracle's AI expansionPossible
- Oracle's AI buildout may increase demand for Bloom EnergyOracle's AI funding could boost demand for Bloom Energy's power systems.Possible
- How could the AI build-out by hyperscalers affect Bloom Energy?Bloom Energy may benefit from the massive power demands of hyperscaler AI data centersPossible
- Oracle's data center expansion may boost Bloom Energy demandBloom Energy may see increased demand from Oracle's data center expansionPossible
- TikTok's computing needs may boost Bloom Energy's power demandTikTok's massive computing needs may increase demand for Bloom Energy's power systemsPossible
- Data operator pledge may boost demand for Bloom Energy's power systemsData operator pledge may boost demand for Bloom Energy's power systemsPossible
See all 13 explainers
- AI financing strains may curb demand for Bloom Energy power systemsBloom Energy may face reduced demand if AI cloud providers slow capital spendingPossible
- Bloom Energy may face increased regulatory demand in Doña Ana CountyBloom Energy may face increased regulatory demand as data center ecosystem grows in Doña Ana CountyPossible
- Bloom Energy's fuel cell demand tied to Oracle's stalled data center projectBloom Energy faces mixed outlook as Oracle's massive data center project stalls on permitsPossible
- How could the massive buildout of AI infrastructure affect Bloom Energy?Bloom Energy may benefit from soaring data center electricity demandPossible
- How could the Stargate development in Abilene affect Bloom Energy?Bloom Energy may benefit from massive AI data center expansion in AbilenePossible
- Bloom Energy may face increased competition from FuelCell Energy's capacity boostBloom Energy may face increased competition from FuelCell Energy's capacity boost.Likely
- Bloom Energy may face delays as Oracle's data centers stallBloom Energy may face delayed revenue due to Oracle's data center construction setbacksPossible
Explainers that pass through Bloom Energy
Bloom Energy is a step on the way to someone else- Bloom's valuation changes may affect competitive comparison against NvidiaBloom's valuation shifts could influence competitive comparisons against NvidiaPossible
- How does the IEA's assessment of AI power demand affect Meta's operational context?IEA findings place Meta among companies leveraging AI power boomIncludes Brind's reasoning
Around Bloom Energy this week
News at the entities that move Bloom Energy most-
Brookfield Asset Management StructuralPaul Harris discusses market volatility while Brookfield Asset Management highlights its ability to finance assets cheaply, supporting Enbridge's infrastructure outlook.Moves Bloom Energy
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S&P StructuralAn American Enterprise Institute study analyzed potential investment growth, which was subsequently opposed by Harry Reid regarding a reform plan.Moves Bloom Energy
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Oracle StructuralMicrosoft and Oracle reported issues regarding the leasing of cloud capacity.Moves Bloom Energy
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China StructuralNova Scotia is exporting seafood to China, which has extended tariff-free access for Canadian products.Moves Bloom Energy
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Tesla OperationalOpenAI is in talks with BlackRock and UAE investment funds, while AI spending concerns are impacting technology stocks, including Tesla.Moves Bloom Energy
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ExxonMobil StructuralMajor energy companies are advancing diverse oil and gas projects across various sub-Saharan African nations, including Namibia, Mozambique, and Tanzania.Moves Bloom Energy
Connections
The 40 strongest of 255, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Brookfield Structural
Brookfield provides strategic financing and infrastructure support, while Bloom Energy supplies power solutions for Brookfield's funds.
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Oracle Structural
Bloom Energy provides critical fuel cell power systems to Oracle to support its expanding AI data center infrastructure via a strategic partnership.
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Intel Operational
Intel is an established customer of Bloom Energy, which supplies critical fuel-cell technology and power to Intel's data centers, while Bloom also leverages Intel's technology.
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Sridhar Structural
Sridhar holds the role of CEO at Bloom Energy.
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Nebius Group Structural
Nebius Group relies on Bloom Energy's fuel cell technology under a master agreement for its data center power supply.
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American Electric Power Operational
Bloom Energy supplies fuel cell technology and partners with American Electric Power for strategic power solutions and projects.
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Brookfield Asset Management Structural
Brookfield provides strategic financial backing and infrastructure partnership to Bloom Energy for AI data center deployments.
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Plug Power Operational
Bloom Energy and Plug Power are direct competitors and peers in the fuel cell and green hydrogen markets, frequently compared on market performance and business quality.
Show all 40 connections
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K.R. Sridhar Structural
K.R. Sridhar serves as the Chief Executive Officer of Bloom Energy.
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Equinix Structural
Bloom Energy supplies specialized fuel cell power solutions that are integrated into Equinix's data center operations.
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FuelCell Energy Operational
The two companies actively compete in the fuel cell and hydrogen markets, primarily driven by demand from data centers.
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China Structural
Bloom Energy relies on China for the supply of critical materials, specifically scandium, through intermediaries.
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Doña Ana County Structural
Bloom Energy's operation of an AI data center within Doña Ana County is dependent on the county's formal permits and jurisdiction.
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Nvidia Operational
Nvidia and Bloom Energy are coupled through market competition in the AI sector and functional dependency, where Bloom provides critical power infrastructure for Nvidia's data centers.
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Sridhar Structural
Sridhar holds the formal role of CEO for Bloom Energy.
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SpaceX Structural
Bloom Energy provides critical power infrastructure for SpaceX's data centers, while SpaceX's market activity drives demand for Bloom Energy's products.
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Aaron Hoover Structural
Aaron Hoover was appointed to lead business and corporate development at Bloom Energy.
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iShares Structural
iShares ETF holds shares of Bloom Energy stock, establishing an ownership relationship.
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OCI Structural
Bloom Energy supplies fuel cell technology and onsite power to OCI's data centers, integrating into OCI's energy portfolio.
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S&P Structural
Bloom Energy is a current member of the S&P 500 index following the September quarterly rebalance.
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Fort Detrick Structural
Bloom Energy is partnered with Fort Detrick to provide fuel cell technology for critical facility operations.
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Oracle Corporation Structural
Bloom Energy provides on-site fuel cell power solutions for Oracle Corporation's large-scale AI data centers under a strategic partnership.
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Meta Structural
Bloom Energy functions as a technology provider whose business relies on Meta as a major customer.
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Tesla Operational
Bloom Energy and Tesla are actively competing players in the energy generation and storage market.
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Citadel Transactional
Bloom Energy purchased a bulk of Citadel's holdings, establishing a significant financial link.
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Stamford Hospital Operational
Bloom Energy provides critical, continuous onsite power necessary for the operational function of Stamford Hospital's patient care facilities.
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Google Structural
Bloom Energy provides specialized power technology and collaborates with Google to support its AI data center operations.
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Brookfield Corporation Structural
The companies are engaged in an expanded power-financing partnership.
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NextEra Energy Operational
The companies are active competitors within the clean power market.
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Nancy Pelosi Transactional
Nancy Pelosi and her household have repeatedly purchased shares and options in Bloom Energy.
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Fremont Structural
Bloom Energy is actively establishing and expanding its manufacturing and operational facilities within Fremont.
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Mizuho Securities Operational
Mizuho Securities actively influences Bloom Energy's market state by issuing investment ratings and price targets.
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ExxonMobil Structural
ExxonMobil supplies natural gas, a key input, used in Bloom Energy's operations, while both compete in the energy sector.
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S&P Structural
Bloom Energy is formally included in the S&P 500 index, which drives its stock market performance.
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MiTAC Operational
The companies maintain an active partnership focused on deploying fuel-cell systems and microgrids at MiTAC's facilities.
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Bloom Structural
Bloom is structurally linked to Bloom Energy through supply chain involvement and a significant financial investment.
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Microsoft Operational
Bloom Energy provides specialized fuel cell solutions to power Microsoft's AI data centers.
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Donald Trump Operational
Bloom Energy's market prospects are shown to be influenced by Donald Trump's policy proposals, including tariffs and onshoring initiatives.
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Hitachi Operational
Bloom Energy and Hitachi are collaborating on fuel cell power solutions for on-site power generation.
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Orion Capital Management Transactional
Orion Capital Management increased its financial stake in Bloom Energy.
History
Events by the month they beganNovember 2026
4 events- NTT DATA announced it will utilize Bloom Energy's fuel cell technology for its global data centers.
- AI data center demand affects both Bloom Energy and Sterlite Technologies.
- CUMI announced support for Bloom Energy-related products and expects Rhodius to achieve breakeven.
- California Resources (CRC) and CTV signed an MOU with Bloom Energy for development in California.
October 2026
8 events- Investigation announced in New York City involving Bloom Energy.
- Bloom Energy's technology is powering Oracle's Project Jupiter campus, benefiting from growing AI power demand.
- Capital rotation from AI names to defensive sectors is driving sector-specific selloffs, affecting companies including Bloom Energy and Caterpillar.
- Vertiv is involved in Nvidia's AI infrastructure push, while Bloom Energy expands partnerships with Oracle and Brookfield.
- AEP is investing in a facility near Cheyenne, utilizing Bloom Energy fuel cells to supply power to Google.
- Both Allison Transmission and Bloom Energy are currently recognized as high-growth stocks that are outperforming the market.
- Several companies, including Atlassian and AppLovin, are seeing increased retail investor interest driven by AI infrastructure demand and software sector shifts.
- Bloom Energy purchased a building in Fremont to expand production capacity, while Ameren Missouri is a potential new client.
September 2026
29 events- US data centers are successfully utilizing Bloom Energy fuel cells.
- Bloom Energy is profitable and Plug Power is engineering a turnaround, with both companies tied to the hydrogen economy.
- A massive data center project in New Mexico, backed by Blue Owl Capital, is utilizing Bloom Energy fuel cells for power and plans to sell computing capacity to OpenAI via Oracle.
- K.R. Sridhar is confirmed as the CEO of Bloom Energy. The market performance between Bloom Energy and Plug Power is showing a noticeable divergence.
- Both Bloom Energy and Amphenol are benefiting from the tailwinds of Artificial Intelligence.
- Bloom Energy, Oracle, and Brookfield Asset Management are collaborating on data centers driven by sustained demand from AI infrastructure.
- OpenAI, Bloom Energy, and partners are pursuing a joint AI capacity building effort in New Mexico, utilizing on-site fuel cell power and natural gas supply for a proposed data center site.
- Bloom Energy disclosed insider trading via Form 4 filing with the SEC.
- Ameresco, based in Massachusetts, was awarded a contract to develop power plants, coinciding with a discussion on reactor safety by a professor at the University of Maryland.
- Ameresco and Bloom Energy are proposing advanced nuclear power solutions, including microreactors, for critical facilities like Picatinny Arsenal and utilizing natural gas.
- IEA highlights power sector growth driven by AI, noting that AI demand in 2030 will exceed Japan's current power use.
- Nvidia, Bloom Energy, and Marvell Technology are being discussed in the context of AI sector valuation.
- VOO index undergoes changes including adding Illumina and Bloom Energy, while Builders FirstSource is removed. Separately, Fisher Investments promotes VOO strategies.
- Bloom Energy secured financing from Brookfield and is providing fuel cells to AEP.
- Jim Cramer used CNBC to review AMD and flag outsized call buying in Bloom Energy during a market trends discussion.
- Nvidia, Bloom Energy, and Micron Technology are involved in the AI process alongside other companies.
- CNBC reported on market activity of Bloom Energy stock, with details sourced from Cboe in Chicago.
- CNN is reporting on the stock coverage of Bloom Energy.
- Bloom Energy and Oracle are researching fuel cell CO2 capture potential to meet the energy goals of New Mexico.
- Analysts predict elevated prices for the rest of the year following investment preceding Bloom Energy's S&P 500 listing announcement.
- Bloom Energy and Hitachi announced a collaboration to deliver fuel cell power solutions and expand energy solutions in Japan.
- Bloom Energy's inclusion in the S&P 500 index is boosting investor confidence.
- Fuel cell companies saw stock movements driven by S&P inclusion and analyst upgrades, including a price target raise for Bloom Energy.
- Bloom Energy will deploy fuel cells in a data center project located in Wyoming.
- Nancy Pelosi disclosed significant shares of Bloom Energy, while Elon Musk's power crisis warnings drove demand for Tesla.
- Bloom Energy, which relies on scandium from China, has established a plant in Delaware.
- Nancy Pelosi's spouse purchased shares of Bloom Energy and Intel in September 2026.
- FuelCell Energy and Bloom Energy are involved in the hydrogen sector, with FCEL having supplied modules at a complex in Rotterdam.
- FuelCell Energy, Bloom Energy, and Sunrun are companies operating within the renewable energy sector.
Show 3 earlier months
August 2026
8 events- The new event involves multiple concurrent developments: DataOne developing a project for Nebius Group, Nebius Group supporting AI infrastructure for Microsoft, and Bloom Energy proposing fuel cells in Vineland.
- Bloom Energy is expanding its manufacturing operations and partnerships in Fremont to deploy fuel-cell systems.
- MarketBeat identified Bloom Energy as a stock to watch on August 1, 2026.
- Bloom Energy's technology is being utilized to provide necessary power solutions for AI data centers, specifically in relation to Google's operations.
- Rosen Law Firm filed a class action suit on behalf of purchasers concerning Bloom Energy on August 1, 2026.
- Bloom Energy faces leadership changes including a new CEO and CFO, amid allegations regarding the company's supply chain and China.
- Bloom Energy relies on scandium sourced from China.
- Bloom Energy announced major AI partnerships with Oracle and Brookfield. Meanwhile, Google secured a PPA-backed wind project in Texas, and Oklo landed deals with Meta Platforms and Switch.
July 2026
3 events- Partnerships involving Bloom Energy, Oracle, Brookfield, and AEP target AI infrastructure with $25 billion in financing.
- Bloom Energy expanded a strategic partnership with Brookfield for power projects on June 30, 2026.
- Bloom Energy, whose CEO is Sridhar, is utilizing a complex international supply chain for its projects, including materials sourced from China.
June 2026
8 events- MarketBeat's screener tool highlighted a diverse group of companies including Bloom Energy, GE Vernova, Chevron, Tesla, IREN, ExxonMobil, and Honeywell.
- Oracle is procuring up to 2.8 gigawatts of Bloom's fuel-cell systems, driven by the broader demand for AI power.
- FuelCell Energy, Plug Power, and Bloom Energy compete in the fuel cell market and are listed on the Nasdaq stock exchange.
- Bloom Energy partners with American Electric Power to provide on-site power solutions for data centers, including Equinix.
- Trump's tariff plan caused market tanking, an event that occurred on August 22, 2025.
- Oracle data center in Doña Ana County, NM, utilizes Bloom Energy fuel cells and invests in local infrastructure.
- Bloom Energy secured a deal with Oracle, leading investors to favor Bloom over Plug Power.
- Bloom Energy and FuelCell Energy announce strategic agreements and facility expansions related to AI data centers.