Bloom Energy.
Bloom Energy is the company that develops, builds, and installs Bloom Energy Servers.
- Reports this week
- 14
- Active events
- 9
- Connections
- 245
What's happening
Active this week
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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 supported18 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.Some support2 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 support15 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.Some support3 reports
Earlier this month
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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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Oracle is procuring up to 2.8 gigawatts of Bloom's fuel-cell systems, driven by the broader demand for AI power.Well supported5 reports
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Partnerships involving Bloom Energy, Oracle, Brookfield, and AEP target AI infrastructure with $25 billion in financing.Some support2 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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Bloom Energy is profitable and Plug Power is engineering a turnaround, with both companies tied to the hydrogen economy.Some support3 reports
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Nvidia, Bloom Energy, and Marvell Technology are being discussed in the context of AI sector valuation.Some support1 report
One to three months ago
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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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US data centers are successfully utilizing Bloom Energy fuel cells.Some support1 report
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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
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Nvidia and Bloom Energy are leveraging their partnership to provide off-grid power solutions for AI data centers through service contracts that generate annuity-like income.Some support2 reports
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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.Some support6 reports3 developments inside
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Iran controls the chokehold on the Hormuz Strait. Talks between Iran and Oman raise hopes for reopening. U.S. sanctions impact Iran's oil market via Bloom Energy.Well supported3 reports
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Bloom Energy, Oracle, and partners secured a $2.65 billion deal to supply fuel-cell power for Intel's AI data center.Some support3 reports
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Doña Ana County is involved in land and lease agreements with both OpenAI and Oracle, which is shifting to Bloom Energy fuel cell installation.Well supported5 reports4 developments inside
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LS Electric is expanding its North American business, establishing a production base in Texas and securing a contract to supply equipment to Bloom Energy.Some support1 report
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Bleeker added Solaris to its investment portfolio, which provides power for SpaceX data centers. Bleeker and Austin Smith also hosted the AI Investor Podcast.Some support1 report
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Equinix is pursuing advanced nuclear power solutions from Bloom Energy and Oklo for its operations in California, including fuel cell agreements and 500MW procurement.Some support3 reports2 developments inside
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- Data operator pledge may boost demand for Bloom Energy's power systemsData operator pledge may boost demand for Bloom Energy's power systemsPossible
- 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
See all 8 explainers
- 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 elseAround Bloom Energy this week
News at the entities that move Bloom Energy most-
Brookfield StructuralBrookfield operates a dam on the Androscoggin River in Maine.Moves Bloom Energy
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Oracle StructuralOracle is holding discussions with Goldman Sachs and Apollo regarding funding for AI chips.Moves Bloom Energy
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Brookfield Asset Management StructuralChris Wright led an initiative involving Brookfield Asset Management, resulting in the start of Stargate development in Abilene.Moves Bloom Energy
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S&P StructuralRomania is subject to an EU deficit procedure and S&P downgrade following tax hikes and Commission findings of inaction.Moves Bloom Energy
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American Electric Power OperationalAEP is evaluating a project in Sullivan County, Indiana, to supply power to Google, with development funding provided by Amazon.Moves Bloom Energy
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China StructuralSCO focuses on fostering cooperation and economic connectivity among member states, including China, Afghanistan, and Belarus.Moves Bloom Energy
Connections
The 40 strongest of 245, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
American Electric Power Operational
Bloom Energy and American Electric Power maintain a strategic partnership where Bloom supplies fuel cell technology for AEP's power projects.
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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 supplies critical fuel cell power systems to Oracle for its expanding AI data center infrastructure.
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Brookfield Asset Management Structural
Brookfield provides strategic, large-scale financial backing and infrastructure partnership to Bloom Energy for AI data center deployments.
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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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Plug Power Operational
Bloom Energy and Plug Power are direct competitors in the fuel cell and green hydrogen markets, with their market performance and business quality constantly compared.
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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.
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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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 formal role of CEO for Bloom Energy.
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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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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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SEC Structural
Bloom Energy is subject to mandatory disclosure and regulatory oversight by the SEC.
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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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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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FuelCell Energy Operational
The two companies are active competitors in the fuel cell and hydrogen markets, driven by demand from data centers.
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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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Nasdaq Operational
Bloom Energy shares are traded on Nasdaq, linking its performance to broader market sentiment and indices.
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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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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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Nancy Pelosi Transactional
Nancy Pelosi and her household have repeatedly purchased shares and options in Bloom Energy.
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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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NextEra Energy Operational
The companies are active competitors within the clean power market.
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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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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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Brookfield Corporation Structural
The companies are engaged in an expanded power-financing partnership.
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Google Operational
Bloom Energy supplies specialized power technology to support Google's large-scale AI data center operations.
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Fremont Structural
Bloom Energy is actively operating and expanding its production and manufacturing facilities within Fremont.
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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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Hitachi Operational
Bloom Energy and Hitachi are collaborating on fuel cell power solutions for on-site power generation.
History
Events by the month they beganOctober 2026
6 events- 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- 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.
- Bloom Energy is profitable and Plug Power is engineering a turnaround, with both companies tied to the hydrogen economy.
- 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.
- US data centers are successfully utilizing Bloom Energy fuel cells.
- 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.
August 2026
13 events- 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.
- Nvidia and Bloom Energy are leveraging their partnership to provide off-grid power solutions for AI data centers through service contracts that generate annuity-like income.
- 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.
- Iran controls the chokehold on the Hormuz Strait. Talks between Iran and Oman raise hopes for reopening. U.S. sanctions impact Iran's oil market via Bloom Energy.
- Bloom Energy, Oracle, and partners secured a $2.65 billion deal to supply fuel-cell power for Intel's AI data center.
- LS Electric is expanding its North American business, establishing a production base in Texas and securing a contract to supply equipment to Bloom Energy.
- Bleeker added Solaris to its investment portfolio, which provides power for SpaceX data centers. Bleeker and Austin Smith also hosted the AI Investor Podcast.
Show 2 earlier months
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
9 events- 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 is procuring up to 2.8 gigawatts of Bloom's fuel-cell systems, driven by the broader demand for AI power.
- 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.
- Doña Ana County is involved in land and lease agreements with both OpenAI and Oracle, which is shifting to Bloom Energy fuel cell installation.
- Equinix is pursuing advanced nuclear power solutions from Bloom Energy and Oklo for its operations in California, including fuel cell agreements and 500MW procurement.