Bloom Energy

July 10, 2026

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430 Opposition Groups in a Year. The Ones Who Engage Early Still Break Ground.

Brookfield quintupled its Bloom Energy framework from $5 billion to $25 billion, betting on solid oxide fuel cells that claim 90-day deployment against grid delays now running 1 to 2 years past hyperscaler expectations.

July 8, 2026

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Ratepayers Come Off the Hook. Developers Underwrite the Wires Themselves.

In New Mexico, Food & Water Watch is pushing a 2027 moratorium, and Project Jupiter (Oracle and OpenAI) still drew opposition after pivoting to Bloom Energy fuel cells, with state filings showing emissions exceeding Albuquerque and Las Cruces combined.

July 4, 2026

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Abbott Hardens His Terms. The 2027 Legislature Holds the Pen.

Brookfield and Bloom Energy scaled their onsite-generation partnership fivefold to $25 billion, deploying solid oxide fuel cells that install in months rather than the years grid connection takes.

July 3, 2026

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Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.

Brookfield expanded its fuel-cell partnership with Bloom Energy to $25 billion, up from $5 billion, bundling capital, power delivery, and sequencing into one product so hyperscalers can advance campuses while ERCOT's 300+ GW queue clears.

June 21, 2026

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Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.

Bloom Energy (NYSE: BE) jumped 15.27% June 18 on a $2.6B Nebius agreement and an Oracle deal targeting up to 2.8 GW, while SMRs stay years from commercial scale and gas turbines commission in 16 to 30 months.

June 20, 2026

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Behind-the-Meter Buys a Speed Premium: Why Google Runs Its Own Power

The Bloom Energy report projects 30% of data centers will rely on on-site power as a primary source by 2030, double the share projected a year earlier.

June 17, 2026

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Sid Miller Backs a Moratorium. Abbott Rewrites the Rules Instead.

Behind-the-meter is scaling fast too: Bloom Energy's solid oxide fuel cells carry a 90-day deployment timeline, and AEP's unregulated subsidiary signed a $2.65 billion agreement, exercising its option for an additional 900 MW earlier this month.

May 21, 2026

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Dallas, Austin, West Texas Sweep the Global Top Three

Nebius signed Bloom Energy for 328 MW of solid oxide fuel cells at an undisclosed US site, operational this year.

May 16, 2026

That's what Bloom Energy's 2026 Power Report describes in the abstract, Texas exceeding 40 GW by 2028, roughly 30% of U.S. demand, made concrete in a single Nueces County deal.

May 6, 2026

Meanwhile, Bloom Energy posted Q1 2026 revenue of $751 million (up 130% YoY) on the back of Oracle's expanded 2.8 GW fuel-cell PPA, and Blue Energy and GE Vernova announced a 2.5 GW gas-plus-nuclear project in Texas pairing two 7HA.02 turbines (2029 energization) with the BWRX-300 SMR.

May 5, 2026

Oracle's Project Jupiter pivot to a 2.45 GW Bloom Energy fuel cell microgrid (up from 1 GW) shows how design flexibility neutralizes opposition, though it ties the project to Energy Transfer's pending 18-mile pipeline tie-in.

May 4, 2026

Oracle and Bloom Energy are deploying up to 2.45 GW of solid oxide fuel cells for Project Jupiter in Doña Ana County, replacing planned gas turbines and approaching Bloom's entire cumulative deployed capacity.

May 1, 2026

Oracle's Project Jupiter went a different route to the same destination, swapping a 2.8 GW gas turbine plan for up to 2.45 GW of Bloom Energy fuel cells running behind the meter as the primary source, with grid as optional backup.

April 30, 2026

Oracle's Project Jupiter in Doña Ana County abandoned gas turbines and diesel entirely for a Bloom Energy fuel-cell microgrid sized up to 2.45 GW, with 1.2 GW already contracted.

April 28, 2026

Oracle's $165 billion Project Jupiter in Doña Ana County, New Mexico is swapping planned gas turbines and diesel for up to 2.45 GW of Bloom Energy fuel cells on a single Oracle-funded microgrid.

April 15, 2026

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

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

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

March 25, 2026

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

March 14, 2026

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.