Reports by Hunterdock and Hunterbrook allege Bloom Energy (NYSE:BE) sources Chinese scandium—citing trade data, filings, satellite images and messages—just as the company secures a $1.7B IDF-led deal to supply fuel-cell power for Nebius’s AI cloud, spotlighting supply-chain and geopolitical risk amid rapid growth.
Previous Week Recap
- Bloom Energy Chinese Scandium Allegations: July 8, 2026: Reports by Hunterdock and Hunterbrook claim Bloom Energy (BE) relies on Chinese scandium, citing trade data, Chinese filings, satellite images and supplier messages.
- Bloom Energy Fuel-Cell Project: Bloom Energy (BE) to supply fuel-cell systems for Nebius’ AI cloud under a $1.7B project led by IDF with Oaktree as minority investor, providing dedicated electricity for AI compute.
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