Bloom Energy Corp. (NYSE:BE) closed 2025 with record-breaking results, fueled by what CEO KR Sridhar described as a “seismic” shift in how the world’s largest industries secure electricity.
The company reported record full-year revenue of $2.02 billion, a 37.3% increase over 2024, as AI data centers and manufacturing hubs moved toward energy independence.
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AI and the 800V DC Revolution
Bloom is positioning itself as the primary power layer for the AI boom.
“AI is a huge tailwind for the power industry and a big catalyst for Bloom’s growth,” CEO Sridhar said on the company’s earnings call, noting that AI computer racks consume nearly “100 times more power” than traditional predecessors.
In response to demand …