Mar. 7 at 12:32 PM
$BE To my understanding what happened in the Stargate data center in Abilene, Texas, in terms of adding further capacity. (1) Dispute over financing between OpenAi and ORCL; (2) Quality problems related to weather vulnerability; OpenAi change in strategy in terms of having more decentralized capacity.
When looking at
$BE thinking on issues above:
(1) it is a ORCL specific problem and ORCL isn’t a (large) part of Blooms backlog, so current Bloom numbers should hold
(2) it is actually a Vertiv, Schneider and gas turbine related problem, which are being used in this data center, not Bloom solutions. Installation and engineering of the Vertiv, Schneider gas turbine related systems is very complex. This can be seen as an advantage for absorption chilling technology solutions provided by
$BE, which would not have malfunctioned such as the liquid cooling solutions used, did. Bloom systems are less complex and easier to install. (3) there isn’t any signal data center demand would have decreased