Bloom Energy's revenue rose 166% and it says all major US hyperscalers have approved its power for AI factories

On 28 July 2026 Bloom Energy reported second-quarter revenue of $1,065.4 million, up 165.5% from $401.2 million, with operating income of $182.2 million against a small loss a year earlier. It raised full-year revenue guidance to $3.9 billion to $4.2 billion, which it called 100% growth at the midpoint. Chief executive KR Sridhar said all the major US hyperscalers and more than a dozen neoclouds, AI labs and colocation operators have validated and approved Bloom's power solutions for their AI factories. We file this because Bloom ties its demand to AI data centers in its own words. How we read it: onsite power is becoming a real part of how AI capacity gets built, though the release gives no AI share of revenue and approval is not an order. What would change this: a third-quarter miss, or a disclosed AI backlog figure. Why it matters to you: it is a company-reported sign that AI builders are qualifying onsite power, not yet a count of orders.