U.S. Machinery Data Center Power Gen: How big is the onsite and standby TAM and what's different about CAT and CMI? Chad Dillard +1 917 344 8469 chad.dillard@bernsteinsg.com Miguel Marques, CFA +1 917 344 8432 miguel.marques@bernsteinsg.com Specialist Sales Steve Song +1 917 344 8401 steve.song@bernsteinsg.com This note sizes the onsite and standby data center power generation TAM and compares strategic positioning of Caterpillar & Cummins. We draw on our proprietary data center power gen model (available i ...

Bloom Energy (NYSE:BE) Q3 2025 Earnings Call October 28, 2025 05:00 PM ET Company ParticipantsMichael Blum - Managing DirectorDavid Arcaro - Executive Director of Equity ResearchMaheep Mandloi - Director of Equity ResearchMichael Tierney - VP of IRChris Dendrinos - VP of Equity ResearchManav Gupta - Executive DirectorK.R. Sridhar - Founder, Chairman, and CEONick Amicucci - VP of Equity ResearchSherif Elmaghrabi - VP of Equity ResearchColin Rusch - Managing Director and Head of Sustainable Growth and Resourc ...

Bloom Energy (NYSE:BE) Q3 2025 Earnings Call October 28, 2025 05:00 PM ET Company ParticipantsMichael Blum - Managing DirectorDavid Arcaro - Executive Director of Equity ResearchMaheep Mandloi - Director of Equity ResearchMichael Tierney - VP of IRChris Dendrinos - VP of Equity ResearchManav Gupta - Executive DirectorK.R. Sridhar - Founder, Chairman, and CEONick Amicucci - VP of Equity ResearchSherif Elmaghrabi - VP of Equity ResearchColin Rusch - Managing Director and Head of Sustainable Growth and Resourc ...