Jun. 26 at 2:28 PM
$BE market reports indicate that Bloom Energy value dropped due to
$MSFT and
$CVX are going to deploy natural gas turbine generators on site.
You heard it here first: natural gas infrastructure frequently cannot support that kind of increased use.
Secondly, if you thought citizen groups were upset about their electric prices going up due to data centers; wait til you shut their heat off in the winter.
Add to that: water use for cooling is already extreme in those places. When you add cooling for gas generation, you’re entering a new level of opposition.
Nuclear is a better answer.
