Companies / On-site power generation

Bloom Energy

Reviewed measures, kept in their reported scope. Company-wide revenue is not automatically AI-specific revenue.

REPORTING PERIOD Q2 2026LEDGER REVIEW DATE 2026-09-30NYSE: BE

Quarterly revenue$1,065.4mrealized · Q2 2026
Quarterly product revenue$935.4mrealized · Q2 2026
Quarterly gross margin33.4 %realized · Q2 2026

Why it belongs in this map

On-site power for AI datacenters

Bloom makes solid oxide fuel-cell systems that can provide power at a datacenter site. Its 2025 annual filing discusses demand from AI datacenters and an agreement for American Electric Power to procure up to 1 GW of fuel cells. These are company-reported plans and market exposure, not delivered AI capacity or AI-only revenue.

Read Bloom’s 2025 Form 10-K ↗

Source: Bloom Energy disclosure ↗. Figures are manually curated in the repository ledger and are not refreshed automatically with new earnings.