Bloom Energy (BE) Investor Presentation summary

Mission and leadership

• Aims to make clean, reliable energy affordable globally.

• Led by an experienced team with expertise in technology, operations, and finance.

• Board includes leaders from major corporations and financial institutions.

Business overview and market position

• Deployed approximately 1.5 GW of low-carbon power across 1,200 sites worldwide.

• Market capitalization exceeds $26B as of October 2025.

• Major presence in data centers, with a growing footprint in AI infrastructure.

• Customers include leading tech, retail, and industrial firms, and partnerships with electricity providers.

Technology and value proposition

• Produces onsite electricity from natural gas using solid-oxide fuel cells, avoiding combustion.

• Modular, scalable systems deliver high efficiency and low emissions.

• Offers fast deployment (as little as 90 days), high reliability (up to 99.999% availability), and real-time load response.

• Fuel cells reached 1 GW deployment faster than other power technologies.