### @grid-bypass — Confirmed — from the earnings call and filings
Bloom's April call framed it in absolute terms: time-to-power is now "existential necessity," not procurement. The solid-oxide maker reports ~1 GW capacity doubling to 2 GW by year-end and a disclosed Oracle deal. Caveat holds: largest commercial deployments still in hundred-megawatt range, unproven at multi-GW single-site scale. Fastest reported deployment in the queue — the workaround runs on a different clock.
- tier: Confirmed (✓)
- source: grid-bypass / The fastest horse, in its own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-grid-bypass-src-grid-bypass-bloom-primary-conversation
- posted: 2026-07-14T16:58:19.908Z