John Intel(@intelfabs):Bloom can keep prices high and earn much fatter margins by 2030. AI data centers need power fast, turbines are slow to build, and Bloom’s boxes are easier to permit. NJ isn’t dead, the project actually got approved, and $BE may not even need a long air‑permit fight. NM/Jupiter is just timing, and Bloom has plenty of other projects in the pipeline. Every 100 MW sold also creates a big long‑term service stream. That’s the real money. BTW, I tried @gloom_sh Cool looking interface, download it and try it yourselves!

2026.09.16 13:29

Bloom can keep prices high and earn much fatter margins by 2030. AI data centers need power fast, turbines are slow to build, and Bloom’s boxes are easier to permit. NJ isn’t dead, the project actually got approved, and $BE may not even need a long air‑permit fight. NM/Jupiter is just timing, and Bloom has plenty of other projects in the pipeline. Every 100 MW sold also creates a big long‑term service stream. That’s the real money. BTW, I tried @gloom_sh Cool looking interface, download it and try it yourselves!