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• Capacity: Bloom is already preparing for an annual production capacity of over 5 GW to keep pace with rising customer demand.
• Order Backlog: The backlog continues to grow faster than revenue, even though revenue growth is already over 100% compared to the previous year.
• Utility Companies: Bloom sees significant growth potential in direct grid solutions that utilities could incorporate into their regulated asset base in the future.
• CO₂ Capture: Hyperscalers are increasingly requesting CCS-capable systems and, according to management, are willing to pay about 10–15% more for nearly CO₂-free electricity.
• 800V DC: Bloom considers the technology shift inevitable and estimates potential savings for a 1-GW data center at over $5 billion within five years.
• Nebius: Bloom is not expected to be a bottleneck for the 300-MW project. The first power supply unit will be operational even before the customer’s infrastructure is completed.
• Production Efficiency: Bloom aims to scale up from 100 MW to 5 GW of annual production while maintaining a workforce of approximately 600 employees per production line.