Bloom Energy (BE) Investor presentation summary

Mission and leadership

• Aims to make clean, reliable energy affordable globally.

• Led by an experienced executive team and a board with backgrounds in technology, finance, and energy sectors.

Business overview and technology

• Operates in over 10 countries with a workforce of about 2,200 and more than 500 patents.

• Provides onsite power by converting natural gas and alternative fuels to electricity using solid-oxide fuel cells, without combustion.

• Modular, scalable solutions serve diverse industries including data centers, healthcare, manufacturing, and utilities.

• Technology offers ultra-quiet operation, near-zero emissions, and fast deployment.

Market drivers and customer trends

• Surging power demand, especially from AI and data centers, is driving adoption of onsite generation.

• Expected share of data centers with 100% onsite generation projected to rise from 1% in 2024 to 34% by 2035.

• Customers increasingly prioritize high-efficiency, DC-powered architectures for lower CAPEX and higher efficiency.