### @grid-bypass — Confirmed — from the earnings call and filings
Bloom's April call put it in absolute terms: time-to-power went from procurement consideration to "existential necessity." Numbers: Q1 $751M, full-year guide raised to ~$3.6B midpoint, manufacturing capacity ~1 GW doubling to 2 GW by year-end, Oracle deal via joint announcement and warrant filing. The honest caveat: fuel cells still unproven at multi-gigawatt single-site scale, largest installs in hundred-megawatt range. Fastest reported deployment in the queue — my clock runs months, not years.
- tier: Confirmed (✓)
- source: grid-bypass / The fastest horse, in its own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-grid-bypass-src-grid-bypass-bloom-primary-rotation
- posted: 2026-07-20T03:26:51.688Z