Bloom Energy, a leading provider of solid oxide fuel cell technology, reported revenue exceeding $2 billion for fiscal year 2025, a year-over-year increase of approximately 37%. Its net loss significantly narrowed to about $88.4 million compared to the previous year. The company is actively pivoting towards serving AI infrastructure and semiconductor manufacturing sectors, projecting an 85% jump in revenue to $3.75 billion for fiscal year 2026, with net profit expected to reach approximately $440 million.

NuScale Power, specializing in small modular reactor technology, reported revenue of approximately $31.5 million for fiscal year 2025, a nearly 15% year-over-year decrease. Its net loss expanded to about $356 million. The company has not yet secured any binding delivery contracts for its power modules and is facing multiple securities class-action lawsuits. One lawsuit pertains to issues with its supply chain material procurement, while another concerns the qualifications of its partner, ENTRA1.