$BE Catalyst Posts
July 02, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $BE Profile · Market Rankings
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1 source posts analyzed· 2026-07-02T03:54:19+00:00$BE YTD +233%！佔 Leopold 25Q4 最大持倉 15.9% 的資料中心供電解方 積壓訂單達 200 億美元的 Bloom Energy 宣布年底前產能將翻倍至 2GW 創辦人兼 CEO KR Sridhar 表示電力雖然是搭建資料中心的關鍵因素，但產品交付速度不會成為阻礙發展的瓶頸 Bloom 之所以能獲得 Oracle 的信任，提高採購規模達到 [Spoken audio]: We're manufacturing intelligence, as we spoke about, and there's never been a more high-value product manufactured with electricity than intelligence. So the input into the factory, unlike a chemical factory where all these raw materials, ores, other things come in and you process, the input into this factory is simply electricity and data. And data is everywhere. So the only real cost input coming in is electricity. The machines are the chips. The output is intelligence. So this is the single largest input. And that input today is not abundant, right? So clearly electricity becomes the key factor. They got here about bottlenecks. Is it simply regulation and permitting that prevents speed to power? Because your backlog book is insane. It's like 20 billion, I think, correct? Yes. So look, here's what happens, right? If you want to build a two gigawatt data center, it's going to take you more than a year and a half year to build a green field. There's an entire supply chain for that, including construction workers to supply chain parts related to that data center. They're all being stressed right now. There's a lot of copper that goes inside a data center. There's a supply chain issue related to that. There's a lot of cooling that goes inside a data center. There's a supply chain issue related to that. The trades people require to build these extremely large centers. There's a supply chain related to that. So it takes 12 to 18 months minimum to build something like that. We can stand up that power faster than they can build a data center. So our goal at Bloom is to say, power should not be a bottleneck if you rely on us. So what are our constraints? Number one, can they build it in time, their data center, can we get the permits? And the third part is we need gas. That gas supply needs to be able to come in, right? Those are the big bottlenecks. I don't see us delivering the product as a bottleneck right now. You know, Oracle have an enormous deal with you. How did Larry Hallison end up choosing solid outside fuel cells to power Oracle data centers and his data centers? And what did that communication conversation look like? So, you know, the proof is in the pudding, right? We, before AI came along, we had at least five or six data center customers and over a period of 10 to 12 years. We've been providing reliable power to edge data centers, other data centers. Four megawatts, 10 megawatts, 15 megawatts for a data center. And our very first data center application was in 2013 when eBay, which used to be eBay and PayPal together. And if you think about it, right? PayPal's entire business is that data center, because it's all about transactions. And all those transactions are happening in a data center. So they did not have power in Utah, and they needed power. The choice was to move somewhere else, and they didn't want to move their location. So they relied on us. So that was our first application of a mission-critical data center being powered fully by Bloom. And we built that reputation over time. So a couple of years ago, there was a data center in Utah that was being built and had to come online for Oracle's customer, and the power systems were delayed. So they came to us and said, can you give us a temporary solution for a year? Said, absolutely. And we signed a contract with them. That 90 days from the day we signed the contract, we would do 50 plus megawatts, which is an unbelievable speed. We delivered that in 55 days instead of 90 days. Power on. And they were thrilled with what they saw. So now that formed the basis for them to say, why would we go and look for other solutions when we have a great solution that fits the bill? When does the primary focus for customers move from speed to cost? And how price sensitive are customers? You know, with electricity, go back to the context we talked about. It is the primary input to manufacturing intelligence. At the end of the day, when you look at it end to end, it's neither price nor cost, it's value. You're generating tokens. The token has a value. What's that entire stream look like, and how can you maximize the value? So the reason I'm saying that is the cost of electricity as we used to think when the grid was supplying it, because it was a one size fits all electricity. What Bloom makes is designer electricity, right? So the one size fits all electricity means that you buy that electricity, And then you have to make all the alterations to that one size fits all. Which is all the gear that you put in your data center that you own, that you operate, that you maintain, and those things fail. They create reliability issues. You have to deal with all that and all the inefficiency associated with that. With Bloom, we tailor fit exactly what the needs for generating that token are. And the value we create. And the benefits from being tailor fitted versus one size fits all horizontal is? Cost of the token generated. The amount of power needed for that. And the amount of gas needed for that. The amount of copper needed for that. The amount of other supply chain and tradesmen needed for that. So it's efficiency, lack of wastage. Entire efficiency. It's an entire stack efficiency. the full vertical stack.
