kevinbtravers
Sep 26, 12:10 AM
$BE Bloom Energy makes the fuel cells slated to power Oracle's Project Jupiter AI data center campus in New Mexico, a 2.4 gigawatt contract. Thursday, Bloomberg reported Oracle had sent a force majeure notice to the campus developer, Stack Infrastructure, aiming to defer payment obligations if the project slips past 2028. A natural gas pipeline feeding the site slipped from August 2026 to February 2027. Bloom fell as much as 9% intraday and closed down 3%.
The deal math, funding risk, and next execution test:
https://thedailyrip.stocktwits.com/p/microsoft-gives-copilot-a-job?utm_source=stocktwits&utm_medium=organic_social&utm_campaign=daily_rip&utm_content=be_bloom-shakes-off-oracle-scare
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