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Broadening customer base beyond Oracle (e.g., to Nebius) is positive for Bloom Energy.
The switch to Bloom fuel cells is expected to enhance the project from a community perspective. What is this? Oh, this is Vinland, New Jersey building completed earlier this summer.
Oh, so they already have the fuel cells. Oh, that's cool. So, Nebius is using the Bloom fuel cells as well. Expected to enhance the project from a community perspective, providing reliable power with low emissions, allowing Nebius to unlock and expedite future site development.