Sep. 22 at 4:58 AM
$BE That last point could become particularly important as AI racks move toward extremely high power densities.
$NVDA has specified 800V DC for its next-generation architecture, while Bloom is already shipping systems that are 800V-DC ready.
And this isn’t just a technology demo: Oracle
$ORCL has contracted an initial 1.2 GW of Bloom capacity under an agreement supporting up to 2.8 GW, with Bloom having previously delivered an operational system to Oracle in just 55 days.
Bloom is therefore not simply trying to sell another way of generating electricity.
The thesis is that AI may force a fundamental change in how electricity is generated, distributed and ultimately delivered to the compute.
$SPY
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