It was only a matter of time before official news of EdgeMode and Bloom broke regarding the data center projects in Spain. This was previously discussed in this [link].

This article [link] confirms that Bloom and EdgeMode will build a 300MW data center using 30 x 10MW Bloom fuel cell modules.

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.

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."