Mar. 13 at 9:33 AM
$BE
Ai does not lie. : )
Business Momentum
The numbers are striking. Bloom reported record revenue of
$2.02 billion for 2025, representing 37% year-over-year growth, driven significantly by AI data center demand.
For 2026, it guided for
$3.1–
$3.3 billion in revenue — a 58% jump at the midpoint, beating Wall Street estimates by 24%.
Its project backlog grew 2.5x year-over-year to
$6 billion, and its total backlog reached
$20 billion.
It also secured a
$5 billion financing framework with Brookfield Asset Management to power data center projects.
Bloom delivered a fuel cell solution for an Oracle AI factory in just 55 days, helping companies bypass the multiyear grid interconnection and power infrastructure build-out that would otherwise delay their data centers.
