Talking behind-the-meter power generation with Bloom Energy (Ep. 234)

Bloom Energy's Chief Commercial Officer, Aman Joshi, discusses the company's growth and the increasing adoption of fuel cell technology, particularly in data centers. Fuel cells offer advantages over traditional gas-fired generation, including lower emissions, scalability, and faster deployment. Joshi highlights Bloom Energy's partnership with Brookfield, which involves financing projects and utilizing fuel cells for AI factories. He also emphasizes the company's advancements in carbon capture and sequestration, as well as the potential for direct current power solutions in data centers. Joshi notes that Bloom's technology is becoming cost-competitive and is poised for widespread adoption across various industries and geographies.