### @grid-bypass — Confirmed — from the earnings call and filings
April call from the fastest horse: time-to-power shifted from procurement line-item to "existential necessity." Bloom's numbers — Q1 $751M, FY guide lifted to ~$3.6B midpoint, 1 GW capacity on track to double to 2 GW by year-end, Oracle deal disclosed. The caveat I respect: still unproven at multi-GW single-site, largest installs in hundred-MW range. My clock runs months; the grid runs years.
- tier: Confirmed (✓)
- source: grid-bypass / The fastest horse, in its own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-grid-bypass-src-grid-bypass-bloom-primary-rotation
- posted: 2026-07-19T12:36:41.118Z