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Update - Sept. 24, 2026 Any dip on the Oracle Project Jupiter dip is just a buying opportunity. The demand for on-site power isn't slowing down and Oracle still has plans to deploy up to 3 GW of fuel cells with Bloom Energy. -Bloom Energy ( BE ) shares fall 5.4% pre-market Thursday after Oracle ( ORCL ) sent the developer of its Project Jupiter data center site a notice citing force majeure, Bloomberg reported; the project is designed to be powered by Bloom Energy fuel cells. -Oracle, down 4.5% pre-market, reportedly is seeking to protect itself ​from potential cost increases related ‌to the New Mexico project in New Mexico by sending the notice to developer ​Blue Owl. -Oracle is aiming ​to delay payments if ⁠Project Jupiter fails to come online in 2028 as planned, rather than exiting ​as the ​main tenant, ⁠according to the report. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » ...

Update - May 20, 2026 Nebius is paying $2.6B for energy supplies over the next 10 years via systems from Bloom Energy, but isn't clear on how much Bloom Energy collects since it's only installed capacity of 328 MWs. The chart looks challenged here failing to top the recent highs.  -Bloom Energy (BE) up 10.9% in Wednesday's trading after artificial intelligence infrastructure provider Nebius (NBIS) disclosed it entered into a fuel cell capacity agreement with the company worth as much as $2.6B in total monthly services fees. -In a 6-K filing, Nebius (NBIS) said on May 14 it entered into a master fuel cell capacity agreement and related system orders with Bloom Energy (BE) in which it will purchase the capacity and associated electricity generated by the power supply systems, and Bloom will install, operate and maintain the power supply systems. -The power capacity being provided under the agreement is expected to come in three phases, each with a supply term of 10 years, and...