The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

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Stargate LLC (joint venture — OpenAI/SoftBank/Oracle/MGX) (datacenter construction (JV entity — umbrella receiver of committed capital; specific sites e.g. Crusoe's Abilene campus are tracked separately at the facility level in research/q3-datacenter-census/attribution.yaml and may overlap with this JV's own buildout)) → Bloom Energy hypothesis — not confirmed

Oracle agreed to purchase up to 2.45GW of Bloom solid-oxide fuel cells for the New Mexico Stargate/Project Jupiter site; no dollar figure disclosed, and the project is reportedly stalled after New Mexico's State Land Office denied a needed gas-pipeline application.

high confidence · about Bloom energy

Oracle agreed to purchase up to 2.45GW of Bloom solid-oxide fuel cells for the New Mexico Stargate/Project Jupiter site; no dollar figure disclosed, and the project is reportedly stalled after New Mexico's State Land Office denied a needed gas-pipeline application.

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the working

Basis

Oracle agreed to purchase up to 2.45GW of Bloom solid-oxide fuel cells for the New Mexico Stargate/Project Jupiter site; no dollar figure disclosed, and the project is reportedly stalled after New Mexico's State Land Office denied a needed gas-pipeline application.

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