Bloom Energy (BE)
Solid-oxide fuel cells for onsite DC power. Oracle, AEP Ohio, Equinix deployments. Fastest onsite-power lead time on the market (~55 days vs years for grid).
- Ticker: BE
- Sector: energy (fuel cell)
- DC exposure tier: high
Bloom Energy (BE) is a high-exposure name in the data-center supply chain in the energy sector. Data Center Index tracks Bloom Energy's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Multi-hundred-MW DC fuel-cell deals announced with AEP for the AI build-out; DC is the named growth driver in recent earnings narrative.