Bloom Energy
5 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Aug 17, 2023 by Andy Lubershane · said 2,123 times in 230 episodes since 2021 · across every show →
Mentions by year
brought up most by Stephen Lacey (196), Shayle Kann (70), Sponsor Voiceover (Bloom Energy & Engie) (20), Commercial Narrator (Bloom Energy / Engie) (20), Ad Narrator (Bloom Energy & Engie) (19), Sponsor Narrator (Bloom Energy & Engie) (10), K.R. Sridhar (9), Garth Sheldon-Coulson (9)
tap a year for its mentions
2026 334 mentions in 35 episodes 10 per episode
- Inside the AI power wars
- Do data centers actually increase electricity prices? No...and yes
- The rise of metal fuels
- The electrician shortage slowing the AI boom
- The commercial battery comeback
- How data centers are complicating transmission expansion
- Enter the electric supercycle
- Building a domestic nuclear fuel supply chain
- 27 more episodes that year, every mention in 2026 →
2025 455 mentions in 50 episodes 9 per episode
- Frontier Forum: The new power map for AI infrastructure
- Who benefits from the AI power bottleneck?
- Inside a $300 million bet on AI for physical R&D
- Unpacking DOE's proposal to transform data center interconnection
- PJM and the capacity crunch
- Repurposing EV batteries for grid storage
- The story of steam
- How climate disasters are shaping insurance markets
- 42 more episodes that year, every mention in 2025 →
2024 413 mentions in 45 episodes 9 per episode
- Explaining the 'Watt-Bit Spread'
- Getting heat pumps right
- Why climate tech startups get this one thing wrong
- Can AI revolutionize materials discovery?
- The rise of climate adaptation tech
- Drew Baglino on Tesla’s Master Plan
- Heavy duty decarbonization
- The news quiz episode!
- 37 more episodes that year, every mention in 2024 →
2023 424 mentions in 46 episodes 9 per episode
- The cost of nuclear
- The Volts crossover episode
- The market for microgrids
- Reviving the stagnant plant based meat market
- Fixing interconnection
- Can the V2X dream become reality?
- Navigating the electricity gauntlet
- Building out a U.S. solar supply chain
- 38 more episodes that year, every mention in 2023 →
2022 443 mentions in 48 episodes 9 per episode
- Why methane matters
- Unpopular solar opinions, 2022 edition
- Unleashing the magic of heat pumps
- Is the Inflation Reduction Act a win for EVs and batteries?
- Averting water wars as we decarbonize
- The dirt on soil carbon credits
- How to Save a Planet: Spark Tank! How Do We Solve the Energy Storage Problem?
- Tapping the goldmine of consumer energy data
- 40 more episodes that year, every mention in 2022 →
2021 54 mentions in 6 episodes 9 per episode
- Is nuclear fusion getting close?
- Kickstarting a $1 trillion market for carbon removal
- A bumpy ride toward decarbonizing aviation
- Can 'deeptech' venture capital solve climate change?
- Quantum computing could be a critical climate solution
- The future of natural gas
- every mention in 2021, scene by scene →
Everything said about Bloom Energy, oldest first
Aug 17, 2023 neutral
Lubbershane: Amazon turns to Bloom Energy fuel cells for Oregon data centers
“Amazon announced that they've got these three new data centers in Oregon that they're going to be, at least for the short term, powering with fuel cells from Bloom Energy, natural gas powered fuel cells. And part of that is because they just can't get connecte…”
Oct 21, 2025 bullish
Sridhar: Data center developer interest in off-grid power jumped from 1% to 29%
“18 months ago, the survey, you know, like respondents said, one percent of the survey respondents said they will use on-site power that is not connected to the grid. Two months ago when we did the same survey, 29% of the respondents said they will use on-site …”
Oct 21, 2025 bullish
Sridhar: Data centers will shift to 800-volt DC architecture
“The second pain point that they are working on as we speak is shifting the mindset to an 800 volt DC bus going into Iraq. Let me explain this to you. When you are a large power plant that produces 50 megawatts, 500 megawatts worth of power, because so much pow…”
Oct 21, 2025 neutral
Sridhar: AI computing loads rapidly swing between 10% and 100% capacity
“The AI load, unlike the CPU load, is very volatile. It has milliseconds, seconds, and minutes variation that go from 10% of a load to a hundred percent of the load. So you're talking about, if it's a hundred megawatt data center as an example, you're talking a…”