Bloom Energy
As of 2026-10-04, Bloom Energy has 0 tracked suppliers and 2 tracked customers in this dataset.
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.
Role in the chain
Bloom Energy is a market leader in AI & Data Center (Power & Cooling), headquartered in United States. Manufactures solid oxide fuel cells deployed as on-site power sources for AI data centers, with supply agreements including Oracle and Equinix.
Diligence questions
- The dataset names 2 tracked customers for Bloom Energy. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Bloom Energy is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
- Bloom Energy is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Bloom Energy trades as NYSE:BE. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
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
Open the interactive supply-chain view →
Cite as: wafergraph, “Bloom Energy — supply chain, financials & market position”, https://wafergraph.com/company/bloom_energy (data as of 2026-10-04).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly