Founder, chairman and CEO of Bloom Energy, a company that develops solid-oxide fuel-cell systems for on-site power generation.
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AI is manufacturing intelligence for the first time in history, making electricity the single largest input cost; Bloom's modular solid oxide fuel cells deliver power to the edge faster than grid infrastructure, with 55-day deployment vs 12-18 months for traditional plants, and the company's $20B backlog reflects hyperscaler demand for reliable, scalable, clean power.
Oracle chose Bloom's solid oxide fuel cells after a 55-day emergency deployment proved superior reliability, modularity, and fast ramp capability vs turbines; the win demonstrates hyperscaler preference for purpose-built digital infrastructure over mechanical-age power.