# Bloom Energy

> Markdown twin of https://roboterminal.app/companies/bloom-energy · https://roboterminal.app/companies/bloom-energy.md

- **Ticker:** BE

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (3)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [Barclays](https://roboterminal.app/companies/barclays) (1)
- [Caterpillar](https://roboterminal.app/companies/caterpillar) (1)
- [Cummins](https://roboterminal.app/companies/cummins) (1)
- [Dell](https://roboterminal.app/companies/dell) (1)
- [Ge Vernova](https://roboterminal.app/companies/ge-vernova) (1)
- [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Lam Research](https://roboterminal.app/companies/lam-research) (1)
- [Leadray Energy](https://roboterminal.app/companies/leadray-energy) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Marvell](https://roboterminal.app/companies/marvell) (1)
- [MaxLinear](https://roboterminal.app/companies/maxlinear) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [Mitsubishi Heavy](https://roboterminal.app/companies/mitsubishi-heavy) (1)
- [Nebius](https://roboterminal.app/companies/nebius) (1)
- [Oracle](https://roboterminal.app/companies/oracle) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [SanDisk](https://roboterminal.app/companies/sandisk) (1)
- [Siemens](https://roboterminal.app/companies/siemens) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1)
- [TrendForce](https://roboterminal.app/companies/trendforce) (1)
- [UBS](https://roboterminal.app/companies/ubs) (1)
- [Western Digital](https://roboterminal.app/companies/western-digital) (1)

## Pulse

- [@ren_stocks on X](https://x.com/ren_stocks/status/2112558591676747843)
  This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111874662041018791)
  Earnings season is back ‼️ Many AI names are reporting this week. Tuesday: $SPCX Wednesday: $META $LRCX $TXN Thursday: $NOK $BE $MXL $WDC
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111487651580912097)
  A good read going into the different layers of the AI supply chain. Do check it out! https://t.co/CWnAbgqtDj https://t.co/Ar3ZkRav0g
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109466080481817065)
  UBS: "As a reminder, for C2027 we anticipate ~50GW of compute shipments (requiring ~57GW of powered data center including PUE factor) against current visibility for ~38GW of powered shell when excludi…
- [@ren_stocks on X](https://x.com/ren_stocks/status/2108407095301214252)
  THIS IS HUGE NEWS FOR BOTH $AAOI and $BE Bloom is supplying fuel cells for an expansion project at AOI's Taiwan subsidiary, through its local partner Leadray Energy. So AOI is bringing its own power o…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097776975217922142)
  AI is about to become the biggest fossil fuel customer on earth (Save this). BloombergNEF's data shows incremental generation needed for data centers climbing from a rounding error in 2025 to roughly …

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Source: Roboterminal · https://roboterminal.app/companies/bloom-energy.md