NEW: The CEO of an AI giant said again and again: "There is no China supply chain for us."
Trade records, satellites, Chinese filings and even its own suppliers in China say otherwise.
The truth raises an existential threat to Bloom Energy’s story.
Our $BE investigation:
UPDATE: CSG has reported $2.8 billion in contracts with unnamed “Southeast Asian” customers. Reporting indicates most of this business is with a single counterparty in Indonesia.
We also found a mystery payment… which may help explain how CSG landed some of this business.