# If Bloom Energy moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/bloom-energy · Facet: ripple · Updated: 2026-07-12T05:01:56.597232+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Bloom Energy is directly linked to 4 companies (1 supply, 3 revenue relationships) and reaches 12 companies within two hops; the links are backed by 8 dated sources, 3 of them primary filings (as of 2026-07-12).

Bloom Energy operates across Datacenter fuel cells (SOFC). It surged +291.2% in 2025 and +191% in 2026. The stock (+191%) is ahead of both its demand side (avg +10%) and supply side (avg +73.2%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is LS ELECTRIC (+73.2%) and the furthest behind is Oracle (-17.8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The distributed-generation pillar of the power bottleneck.

## Demand chain (leading)
- T1 Oracle (https://valuechain.wiki/oracle.md)
- T2 OpenAI (https://valuechain.wiki/openai.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Accenture plc (https://valuechain.wiki/accenture.md)
- T2 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 Voyager Technologies (https://valuechain.wiki/voyager-technologies.md)
- T3 Satellogic (https://valuechain.wiki/satellogic.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 Marriott International, Inc. (https://valuechain.wiki/marriott-international.md)
- T3 JPMorgan Chase (https://valuechain.wiki/jpmorgan-chase.md)
- T3 American Express (https://valuechain.wiki/american-express.md)
- T3 Las Vegas Sands Corp. (https://valuechain.wiki/las-vegas-sands.md)
- T2 The Sherwin-Williams Company (https://valuechain.wiki/sherwin-williams.md)
- T3 Lowe's Companies, Inc. (https://valuechain.wiki/lowes.md)
- T3 PulteGroup (https://valuechain.wiki/pultegroup.md)
- T2 Consolidated Edison, Inc. (https://valuechain.wiki/consolidated-edison.md)
- T1 Equinix (https://valuechain.wiki/equinix.md)
- T2 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 ServiceNow (https://valuechain.wiki/servicenow.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 Starbucks Corp (https://valuechain.wiki/starbucks.md)
- T3 Costco Wholesale (https://valuechain.wiki/costco.md)
- T3 Johnson Controls (https://valuechain.wiki/johnson-controls.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 3M Company (https://valuechain.wiki/3m.md)
- T3 Illinois Tool Works Inc. (https://valuechain.wiki/illinois-tool-works.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T3 Kenvue Inc. (https://valuechain.wiki/kenvue.md)
- T3 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T3 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Fiserv (https://valuechain.wiki/fiserv.md)
- T3 Otis Worldwide Corporation (https://valuechain.wiki/otis-worldwide.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T3 Dover Corporation (https://valuechain.wiki/dover.md)
- T3 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T3 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T2 VeriSign, Inc. (https://valuechain.wiki/verisign.md)
- T3 GoDaddy (https://valuechain.wiki/godaddy.md)
- T1 American Electric Power (https://valuechain.wiki/aep.md)

## Supply chain (benefiting)
- T1 LS ELECTRIC (https://valuechain.wiki/ls-electric.md)

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Full node: https://valuechain.wiki/bloom-energy.md · JSON: https://valuechain.wiki/bloom-energy.json