A Delayed Pipeline Just Put Bloom Energy's Role in a $165 Billion AI Project in Question

Key Points Oracle issued a force majeure to protect itself financially from delays in bringing Project Jupiter online. The gas pipeline that would provide fuel for Bloom Energy's fuel cells has faced permitting delays. Bloom Energy has the flexibility to ship these fuel cells to other customers' projects. 10 stocks we like better than Bloom Energy › Natural gas pipeline giant Energy Transfer (NYSE:ET) had to postpone the in-service date of its planned Green Chile project due to permitting issues. That project has direct implications for Bloom Energy (NYSE:BE) . The fuel cell maker is supplying power equipment to Oracle (NYSE:ORCL) and its massive Project Jupiter, an up to 2.5-gigawatt AI data center in New Mexico.