In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...