Bloom Energy

April 15, 2026

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Build Your Own Power Plant or Lose Your Place in Line

Oracle expanded its Bloom Energy fuel cell commitment to 2.8 GW, Microsoft is building 900 MW of off-grid natural gas capacity in Abilene through Crusoe Energy, and Brookfield has committed $5 billion to on-site power deployment.

April 14, 2026

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ERCOT's Batch Rules Are Still in Draft. Your Invoices Are Not.

Oracle expanded its Bloom Energy fuel cell commitment from 1.2 GW to 2.8 GW of Solid Oxide Fuel Cell systems, with deployments already underway.

April 5, 2026

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West Texas Is Open for Business. Austin Is About to Set the Terms.

Bloom Energy analysis projects Texas will lead U.S. data center markets within three years.

March 25, 2026

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Grimes County Has No Land-Use Plan. That's Every Developer's Problem Now.

Bloom Energy projects Texas will capture 30% of national data center capacity by 2028, driven by permitting speed and regulatory clarity.

March 14, 2026

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Texas Captures 30% of AI Power Demand Before the Rules Are Written

Bloom Energy's 2026 Data Center Power Report projects Texas will capture nearly 30% of national datacenter demand within three years, potentially exceeding 40 GW of deployed capacity by 2028, a 142% increase in market share.

March 9, 2026

The retreat, confirmed by OpenAI compute manager Sachin Katti, removes **800 MW of near-term demand** from ERCOT's Abilene region and triggered immediate market fallout: Bloom Energy dropped 15%, CoreWeave fell 2.5%, and Oracle slid 1.1%.

March 4, 2026

Texas is positioned to capture more than 40 GW of that, roughly 30% of national demand, according to Bloom Energy's 2026 Data Center Power Report.

February 17, 2026

AEP itself admits it can't connect most of these data centers near-term, offering off-grid arrangements through partnerships like its Bloom Energy fuel cell deal (up to 1 GW) as a bridge.