Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments. Here's What That Would Be Worth.

Bloom Energy reported record Q2 revenue of $1.065 billion with 166% year-over-year growth, driven by AI data center demand. The company claims visibility on 25 gigawatts of fuel cell deployments and states it has sufficient scandium supply without China dependency. At current economics, this could translate to tens of billions in cumulative revenue opportunity, supported by major deals with Oracle (2.8 GW) and Brookfield ($25 billion expansion).