Dafinchi AI

Energy & Utilities

Bloom has partnered with Oracle to power their AI data centers, committing to deliver power within 90 days.
This is the first direct engagement with a hyperscaler, showcasing Bloom's capability to operate at large scale and at 'AI speed'.
The deployment is islanded, load-following, and designed to demonstrate Bloom's ability to provide quick, reliable, and scalable power solutions for mission-critical AI infrastructure.

Energy & Utilities

Adjusted EBITDA reached $41.2 million versus $10.2 million in Q2 2024.
Bloom Energy reported record second quarter revenue of $401 million, up 19.5% year-over-year.
Earnings per share (EPS) was positive $0.10 compared to a loss of $0.06 a year ago.
Gross margin improved to 28.2%, a 650 basis point increase from 21.8% in Q2 2024, driven by product mix and level loaded manufacturing.
Operating income was $28.6 million compared to a $3.2 million loss in Q2 last year.
The company refinanced $113 million of convertible notes due in 2025 to increase financial optionality.
The service business has been profitable for six consecutive quarters with double-digit percentage margins for the first time.

RUN

Energy & Utilities

Management emphasizes the strategic importance of storage and sophisticated energy products, which enhance market differentiation and grid value.
The company projects more than 10 GWh of dispatchable energy online by 2029, supporting energy resilience and independence.
Sunrun's role as a provider of energy resilience aligns with national energy policy and grid modernization efforts.

CMS

Energy & Utilities

CMS Energy has reached an agreement with a new data center expected to add up to 1 gigawatt of load.
This load is incremental to the existing 9-gigawatt pipeline and is expected to ramp up in 2029 or 2030.
The agreement signifies progress in the company's growth strategy and enhances future capacity planning.

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