u/cclee98
Bloom Likely Provider for 60MW Site In Chantilly, Virginia
A recent article from Northern Virginia website (link) mentions a proposal for a 60MW site. If you click into the letter (link) from The Land Lawyers, you'll see more specific specs that would seem to indicate Bloom is the provider.
Specifically some points in the letter mention using little to no water as well as a low sound profile. There's also mention that the carbon dioxide produced is 37% less than the energy equivalent from an electrical grid which matches literature from Bloom pointing to 20-50% less carbon emissions.
Another data point that may provide more clues that this Virginia site will use Bloom is the recent contract (link) that Bloom awarded to Federal Pacific whose headquarters are also in Virginia. The contract appears to be for switchgear and engineering services.
Finally, the specifications for the land to house the fuel cells make Bloom the most likely candidate. From the letter, "The fuel cells will be less than 29 feet height... the fuel cells will occupy an approximately 290-foot by 285-foot area comprising 82,650 square foot area"
From Gemini:
These dimensions match the exact zoning and land-use exemption criteria recently filed for the proposed T5 Data Centers project in Chantilly (Fairfax County), Virginia. The project applicant is seeking permission to build a 312,000-square-foot facility powered by a 60 MW behind-the-meter fuel cell yard that utilizes natural gas to manage local Dominion Energy grid constraints.
The technical specifications point directly to Bloom Energy over FuelCell Energy for several distinct reasons:
1. The Power Density Matches Bloom's Packaging
A 60 MW deployment requires incredible compact power density.
- Bloom Energy: A 60 MW Bloom deployment utilizing their modern modular Energy Server blocks fits cleanly into an 82,650-square-foot footprint (290 x 285 feet). Bloom installs at a density of roughly 30 to 35 MW per acre when grouped in a tight multi-cabinet layout, meaning 60 MW fits almost perfectly inside a ~1.9-acre (82,650 sq ft) yard while leaving adequate room for clearances, code-mandated perimeter fire/screening walls, and access lanes.
- FuelCell Energy (Ruled Out): FuelCell Energy’s multi-megawatt industrial molten carbonate blocks scale up to max out at roughly 33 MW per acre. To achieve 60 MW, their hardware footprint alone would require nearly double the 1.9 acres specified in this zoning document.
2. Height Restrictions
The specification states the fuel cells will be "less than 29 feet in height."
- Bloom Energy's servers stand roughly 7 feet tall, meaning they sit comfortably well below this restriction—even if elevated on structural steel framing or concrete pads for flood/environmental mitigation, or surrounded by a standard sound/screening wall.
- In contrast, FuelCell Energy's heavy industrial blocks start at 20 feet tall before factoring in necessary vertical exhaust stacks or secondary heat recovery piping, pushing them right up against municipal height limits.
Cramer Lightning Round Today
Oh no... did he just jinx it again
https://www.cnbc.com/2026/05/08/cramers-lightning-round-buy-bloom-energy.html
Brookfield Infrastructure Partners had their earnings call today. Some quotes:
"We'll have the sole discretion to enter leases under the framework with BIP's share of the equity investment expected to be upwards of $375 million. Our $5 billion strategic partnership to install up to 1 gigawatts behind-the-meter power generation advanced further this quarter as well. We secured an additional $430 million CapEx project, bringing the total capital committed under the framework to approximately $1.6 billion. BIP's total equity commitment associated with the framework to date is approximately $60 million. Given the success of the behind-the-meter solution and strong customer demand based on speed to market, we may have the ability to expand the platform in the coming months. We also remain on track to close Clarus."
"Behind-the-meter also has its challenges in terms of delivering base load power at speed that's low emissions and highly modular. That's a place where, again, we think our Bloom partnership will be tremendously effective."
Morgan Stanley is extremely bullish on BE, raising PT from $184 to $310. Q1 crushed expectations, 2026 guidance raised massively, and growth is accelerating faster than expected.
What Happened:
- Q1 2026 Results: Revenue of $751M beat consensus by 40% and MS estimates by 50%
- Massive Guidance Raise: Revenue up $400M, EBIT up $225M (+50%), margins expanding 5 points already in 2026
- Oracle Deal Impact: Major expansion in Oracle relationship driving near-term results (at least 1.2 GW over 2026-2027)
Why It Matters:
- Accelerating demand - Commercial activity ramping faster than expected
- Margin expansion early - Operating margins hitting 18% (up from prior 10% expectations), headed to 36% by 2030
- Volume growth - Deployment forecasts increased 22% for 2026, expecting 30% growth through 2030
Key Drivers:
- ⚡ Time-to-power constraints driving AI data center adoption
- 💰 No pricing competition or manufacturing constraints
- 🔋 Customers not dependent on grid connection (microgrid capability)
- 📈 Revenue expected to triple by 2028 (~$3.5B → ~$17B by 2030)
Price Targets:
- Base: $310 (current MS PT)
- Bull: $520 (broader SOFC adoption for BTM power)
- Bear: $115 (growth/margin disappointments)
The Bottom Line: MS sees BE as a beneficiary of AI power demand with strong near-term growth, expanding margins, and significant operating leverage kicking in. Rating: Overweight
Recall this post from back in December when there was some Mizhuo note that claimed aerial photos suggested a Bloom deployment for a Nebius data center (developer DataOne) in Vineland, New Jersey. Back then this was quickly debunked that the installations did not resemble Bloom's installations. I even found some public filings on record that indicate the natural gas turbines were Bergen.
However, today's news about project Jupiter pivoting to Bloom got me thinking is the public backlash and delays against data centers over concerns of environmental impact causing other projects to reconsider?
The following is all pure speculation, but I was looking at Bloom's career page (BTW, job count is at 185 versus something like 160 or so a month ago) and wondered if the jobs for field technicians could provide clues.
Then I came across this Reddit post in Nebius community. There's some comment from a user that the alternative source they are exploring is Bloom Energy. I am trying to see if the user could link me to a source.
I also came across this Instagram reel of someone who went to a town hall about 3 months ago and said that the DataOne CEO mentioned no water would be used.
Again, this is all still speculation so do your own research.
* Edit - April 28, 2026 *
I did more digging and I don't think it's Bloom now. Read through some of the CEO's comments here and it appears to be some carbon capture, cooling technology on site to perhaps pass environmental concerns. If you scroll down a little more, the CEO seems to also discount fuel cells as requiring too much maintenance. Someone also guesses Bloom to which he says there are space constraints.