Bloom Energy

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

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Beacon Point Sets the 1-GW Template While 300 GW Wait in Queue

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

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Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.

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

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Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

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

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NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

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

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Fort Bliss Becomes the Borderland's Third Gigawatt Build in 18 Months

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

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Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029

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

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Oracle Skips the Gas Turbines: 2.45 GW of Fuel Cells at Project Jupiter

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

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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

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.