Csbrown01
Sep 30, 5:40 AM
$BE KR Sridhar from the NYSE:
“Very soon you’ll see us expanding not just within the U.S. but also globally.”
And Bloom already has several pieces lining up:
✅ Oracle: up to 2.8 GW for AI infrastructure
✅ AEP: up to 1 GW procurement framework
✅ Hitachi/Japan: collaboration targeting data centers and industrial customers
✅ Spain: Bloom tied to the planned 300 MW Malpica AI data-center project
✅ Brookfield: expanded global AI-power financing framework
✅ 800V DC: positioning Bloom for next-gen AI infrastructure
👀 Ameren Missouri: 500 MW of natural-gas fuel cells planned by 2030, with Bloom seen as a potential opportunity
U.S. + Europe + Japan. Bloom is clearly building beyond one or two data-center deals.
The next big question: where does the next major MW/GW award come from? ⚡
$BE #BloomEnergy #AI #DataCenters #FuelCells
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