BE — Bloom Energy
Bloom Energy: what they do, key numbers, and conditions we are monitoring.
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BE — Bloom Energy
Fuel Cells for Data Center Power • Monitoring
What They Do
Bloom Energy manufactures solid oxide fuel cells for behind-the-meter power generation. The company is a direct counterparty in the AI data center power chain — Oracle issued stock warrants to Bloom for up to 2.8 GW of fuel cell capacity at Stargate data centers.
Key Numbers
| Market Cap | ~$8B |
| Oracle Partnership | Up to 2.8 GW fuel cell capacity |
| Oracle Warrant | 3.5M shares at $113.28 (expires Oct 2026) |
| Power Type | Behind-the-meter (bypasses grid delays) |
| Next Earnings | May 2026 (est.) |
What We’re Watching
- Hyperscaler deployment announcements beyond Oracle
- Whether behind-the-meter power becomes standard for AI data centers
- Oracle warrant exercise and relationship expansion
Sources: Bloom Energy 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (BE)
Last Updated: April 17, 2026
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