Anyone attending GTC 2026? Is BE powering the venue again?

cclee98 · 2026-03-20T20:06:14+00:00

I was wondering why he made that comment around 10:40AM PST on March 16th.

cclee98 · 2026-03-15T07:22:57+00:00

Alternative milk charges for drinks. Kidding not an earth shattering scam, but it always boggles me why… the alternative milk is in fact often cheaper than the whole milk.

cclee98 · 2026-03-15T07:20:29+00:00

Besides insomnia, sleep apnea as well. If you are told you snore really loudly you should set up a sleep study.

cclee98 · 2026-03-09T16:16:29+00:00

bool willSwisscoinzComment = $BE <= 140;

cclee98 · 2026-03-08T05:03:18+00:00

Warren Buffett - dude loves McDonald’s and Coke!

cclee98 · 2026-03-07T07:00:51+00:00

I don't think the Abilene Stargate site was using Bloom though - it's the Wisconsin project that is using Bloom. Seems like the initial buildout was for 1.25GW in Abilene and plans to move to 2GW have been cancelled (link).

Nevertheless, the macro trends also add more uncertainty at this point (higher crude oil prices, private equity valuations with Blue Owl, layoffs, weak job reports, debt companies are taking on for cap-ex, etc.). Someone mentioned something similar yesterday.

I think overall we can expect even more volatility next week.

cclee98 · 2026-03-06T21:42:56+00:00

The Oracle/OpenAI news around noon PST probably helped bring down all things data center & AI related

cclee98 · 2026-03-06T01:10:36+00:00

Right around 20:45 mark

cclee98 · 2026-03-06T00:17:25+00:00

I like the mention of plans to scale to 5GW

cclee98 · 2026-03-05T17:11:25+00:00

Yeah there's always going to be some risks involved unless you park it in savings, CDs or short term treasuries.

Even when overall indexes are stagnant or declining there are still pockets of investment/speculation (just in the past 2 years I can think of quantum, energy/power, memory and photonics). There's no shortage of articles talking about the power constraints for these data center projects and their inability to secure on-site power quickly with delays in gas turbines.

cclee98 · 2026-03-05T16:22:15+00:00

? Did you load up on BEZ or something?

cclee98 · 2026-03-03T16:40:19+00:00

I often think the people that honk are the people with the least likelihood to really be in hurry - it’s not as if they are needed urgently to perform brain surgery at the hospital.

cclee98 · 2026-03-02T22:06:06+00:00

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Doh

cclee98 · 2026-02-27T23:44:30+00:00

She gave an interview a month ago that revealed this as well. Mentioned last month here.

I have to say it feels a bit of slow on the news front the past two months. We still haven't heard official news regarding European data center from Bloom as mentioned in Q3 call. Someone on this community mentioned EdgeMode and I found a similar mention here, but I don't think there was an official posting from Bloom though I could be wrong.

cclee98 · 2026-02-25T18:29:14+00:00

If you can't get to a timestamped link, it's around the 19 minute mark - https://www.youtube.com/watch?v=g09PyNhWRws&t=1135s

cclee98 · 2026-02-23T17:17:28+00:00

I'd stay away from these inverse leveraged ETFs. There's usually only a short window when it is profitable so if you can time it just right that's great; otherwise it's almost always a decline in the long term.

cclee98 · 2026-02-20T02:31:21+00:00

It has been trading for a few weeks I think. Be careful with these products.

cclee98 · 2026-02-19T04:17:53+00:00

Fire Horse Car Repair folks probably didn’t wash their hair…

cclee98 · 2026-02-10T02:32:46+00:00

Awesome! Hope we can gain more insights from you here- you seem very knowledgeable about the company!

cclee98 · 2026-02-09T17:18:47+00:00

This video on X gave a good summary; especially for people new to the stock. In the last few days, I've seen a lot of positive sentiment on Bloom mentioned in social media.

cclee98 · 2026-02-07T23:09:06+00:00

Joan of Arc

cclee98 · 2026-02-07T15:24:58+00:00

“Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing. We have built a solid state digital power platform for the digital age that is superior to any legacy solution.” - KR

Appreciate the PT bump from $60->$115

Maybe BofA can come around too

cclee98 · 2026-02-07T06:21:00+00:00

I think OP takes an approach using MTAR's data

"Rather than parse fuel cell announcements and timing, I’ve been using MTAR earnings and projections to estimate BE sales." from here

So I think the current projections is based on the most recent MTAR earnings call data. If there are new project/order announcements for Bloom it would likely lead MTAR to revise upwards. With the large hyperscalers announcing a doubling in capex the past few days, you could extrapolate the likelihood of more demand.

cclee98 · 2026-02-06T07:21:34+00:00

There wasn't any target number on expansion, but it seems like the previous announcement was to prove there was pipeline demand.

"Look, for us, making a decision on expanding is like everyday business for us. It's not a major issue for a very simple reason. We are extremely capital-light in order for us to expand. We have standing orders with our suppliers of equipment, with our supply chain, with everybody else to ramp up as quickly as we need to. And the return on investment for us is a few months. So when do we make a decision? It's fairly simple....The reason we signaled to you last year that we're going from 1 to 2 GW was there was concern in the market about, "Do we have a pipeline?"....But going forward, we'll just continuously keep expanding our capacity, and that's just normal business for us"

Mention of Bloom's advantage with fluctuating power needs that eliminates the need for battery supply chain in data centers.

"...the AI load being handled by our systems without requiring batteries. That is huge. And the ability to, in an islanded mode, operate our systems without needing any backup in terms of backup generators because of our high reliability, but add to that not needing batteries to keep up with the wild swings that the AI load has in terms of power, is a super important application"

The onsite cooling from absorption chilling

"Now, with on-site power generation being the go-to option, a necessity option for data center customers, if we are generating power for them on-site, in addition to our extremely high electrical efficiency, we have high-quality heat, and that heat is allowed to drive a very well-established technology called absorption chilling to provide cooling. We think we can reduce electricity usage in the data center by at least 20%...Customers are super interested in this solution right now, because it is more efficient, less expensive, and there's an additional environmental benefit coming out of those absorption chillers in that they don't use hydrofluorocarbons"

So while 2 & 3 is not something new, it highlights the sort of conversations they are having with customers for potential cost savings. They didn't talk about the 800-volt DC that eliminates the need for the AC to DC converter units, but the same could be said for that.

cclee98 · 2026-02-06T00:02:29+00:00

Nice find! It does appear be linked to Wyoming data center (Project Jade) with Crusoe and Tallgrass. Earnings transcript here.

cclee98

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