The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

Bloom Energy

On the map: Power on site · The grid connection

Named in 2 pieces. Each entry below is that piece's own description of what the company makes, from its exposure map.

  1. Blades and fuel cells

    Howmet Aerospace casts turbine blades, and Bloom Energy makes fuel cells.

    Building your own power: GE Vernova's queue, not the grid's, sets the date · 22 September 2026

  2. Backup on site

    GE Vernova makes turbines, Caterpillar generators, Bloom Energy fuel cells and Tesla Energy batteries.

    America rations the plug: who may be cut, who must hold on, who pays · 22 September 2026

This maps who operates in each layer. It is not a recommendation, and naming a company is not a view on its shares. Personal research, not investment advice.