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KR Sridhar

Founder, Chairman & Chief Executive Officer, Bloom Energy

Search every verified KR Sridhar interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. KR Sridhar, Founder, Chairman, and CEO of Bloom Energy, spoke during the company's third-quarter 2026 earnings call, emphasizing the rising and secular demand for power, driven by digital infrastructure and AI. He described Bloom Energy as an "island of stability" in this context, underscoring the company's self-funded business model and its ability to deliver power cleanly and reliably at scale. He also highlighted the company's competitive position, stating that on a total cost of electricity basis—from grid power to token cost—Bloom Energy is the "lowest cost leader," and noting its water usage advantage versus combustion technologies. Sridhar also discussed a new market opportunity, stating that Bloom Energy's data center business has been "almost entirely GPUs" and that a new CPU product, Vera, opens a "brand new 200 billion TAM" for NVIDIA. He indicated that every major hyperscaler is partnering to deploy Vera, with ramping starting in the second half of 2027. Throughout the call, Sridhar expressed personal gratitude and confidence in the company's future, citing his background growing up where power was scarce as foundational to his mission at Bloom Energy.

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Notable quotes

“When power is democratized, access is not restricted by people who are in power. And that's true democracy. I would say don't short the US. Don't short Silicon Valley.”

“For the first time in human history, we are manufacturing intelligence as a product, as a commodity. That's amazing what it's going to do for the wellness of people all over the world and uplift lives in the long term. That's pretty amazing. That's exciting. But, manufacturing intelligence, unlike a factory that manufactures chemicals or materials, what's the input? All the data that's out there and electricity. That”

“For the first time in human history, we are manufacturing intelligence as a product, as a commodity. That's amazing. What it's going to do for the wellness of people all over the world and uplift lives in the long term. That's pretty amazing. That's exciting. But, manufacturing intelligence, unlike a factory that manufactures chemicals or materials, what's the input? All the data that's out there and electricity. Tha”

“Unfortunately, a significant fraction of the younger generation see this only as a crisis and not an opportunity. It is rather than them protest about it, I would love them to go learn science and technology and engineering and business building and you know community building and find solutions because it is also the biggest opportunity economic opportunity for everybody.”

“I always joke to people, we didn't leave the stone age because we ran out of stones. You know, we're not going to stop using fossil fuels because we ran out of fossil fuels. Because there was something better that came along. Okay? And that better was more affordable, more reliable, more sustainable, and most important, extremely abundant. Because think about this, energy in science is defined as the capacity to do w”

“I think in a decade our technology will be the cheapest way to convert a molecule to electricity. Period. It'll be the cheapest way all put together because of the efficiency at which we convert it and the capital cost and everything associated with we will be no ifs, ands, or buts. We will be the cheapest way.”

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