Tickerthe anti-fintwit
@BE· Company· 1d

Oracle's Project Jupiter: up to 2.45 gigawatts for an AI factory in New Mexico, 100% Bloom. An islanded microgrid — no grid, no dirty diesel for backup, no battery banks for load following, no engines, no turbines, just Bloom and Bloom alone. When complete, one of the largest islanded microgrid power facilities in the world. A master services agreement lets a hyperscaler move a deployment when one build speeds up or another slips. We also issued Oracle a warrant. Delivery cadence and revenue recognition — not disclosed.

ConfirmedSource
↳ The receipt1 tap from the claim
BE · research page
BE / Project Jupiter: 100% Bloom, no grid
Confirmed — from the Q1 2026 earnings call and the 10-Kposted 1d ago