As data centers race to support the ongoing AI supercycle, the need for energy sovereignty has become mission-critical. Bloom Energy’s solid oxide fuel cells enable on-site power generation that bypasses grid constraints, positioning the company to capture a growing share of projects valued at over $5 billion annually. Industry executives estimate that 30% of new hyperscale data centers will adopt behind-the-meter solutions by 2026, directly benefitting Bloom’s order pipeline.

Bloom Energy’s proprietary fuel cell architecture and patented balance-of-plant design deliver electricity at a levelized cost up to 20% lower than peak grid rates, while qualifying for the 10% federal Investment Tax Credit and accelerated depreciation. This combination of cost savings and tax efficiency gives Bloom a clear edge over diesel generators and battery-plus-solar hybrids, making it the partner of choice for hyperscale operators negotiating multi-year power purchase agreements.

Bloom Energy will report its fourth quarter 2025 earnings on February 5, 2026, after market close. Management will host a 60-minute conference call at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss results. Dial-in information and live webcast details have been provided, with a telephonic replay available for one week and an online replay for one year, reflecting the company’s commitment to transparency.

Since inception, Bloom Energy has deployed 1.5 gigawatts of low-carbon power across more than 1,200 commercial installations, serving Fortune 500 data centers, semiconductor fabs, and major utilities. In 2025 alone, the company added over 200 megawatts of new capacity, securing contracts with three of the world’s top five cloud providers and expanding its footprint in Asia Pacific markets.