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when you're having conversations with hyperscalers, what are they asking you, and what are you telling them
you expanded that partnership by $20 billion. How should we think about the timing to execute on that?
I'm just wondering if you could provide a bit more color sort of on what's changed here in the past months
is there a step function between going to 5 gigawatts and then maybe going beyond 5 gigawatts
when do you think we could start seeing that solution set deployed and you know, how are those conversations
what are what's the next kind of step for Bloom here, and how are you thinking about the evolution of the product?
I'm hoping you could just expand a little bit on the relationship and provide some more details around
can you maybe just expand on the global opportunity? And are you seeing the same kind of power limitations globally
are you deploying that with Oracle here? And if not, I mean, what's kind of the interest level?
paint a better picture of where you see your solution really being the most optimal compared to a gas turbine
is this maybe sort of a bottleneck or holding back deal flow near term as your customers look for those decisions
could you maybe just provide a bit more detail on where you think there's opportunities to save
How are you thinking about that opportunity and realizing that?
could you maybe breakdown a little bit more the components of that? Just how much is AI, how much is C&I
Can you maybe walk through a bit of the possible decision tree here, depending on, I guess, the tariff outcome or an offtake agreement
is there still a very heavy focus on getting Heavy-Duty turbines?
looking at that low double-digit revenue CAGR through 2028. And I think in a previous question, you suggested that maybe there was some capacity constraints. So is that growth outlook capacity cons...
can you maybe highlight where you see the greatest opportunity to leverage that technology across the business lines
previously in December, you all had indicated that you were taking pricing on gas turbines, and I'm curious what the environment is like today