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| Period | Counterparty / project | Printed capacity | What is printed |
|---|---|---|---|
| Nov 2024 | American Electric Power (AEP) | 100 MW initial (framework up to 1 GW) | Supply agreement for up to 1 GW of fuel cells. Initial order 100 MW. Further expansion orders expected in 2025. |
| Feb 2025 | Equinix IBX data centers | Exceeds 100 MW | About 75 MW operational and 30 MW under construction at announcement. 19 IBX sites in 6 U.S. states. Pilot began 2015 at 1 MW. |
| Oct 2025 | Brookfield AI infrastructure | n/a (financing, not MW) | $5 billion financing framework. Bloom is preferred onsite power provider for Brookfield AI factories. Not a MW purchase order. |
| Jan 2026 | AEP Cheyenne, WY follow-on | Substantial portion of remaining 900 MW option | AEP 8-K: unregulated subsidiary signed an unconditional purchase for a substantial portion of the 900 MW option, about $2.65 billion, plus a 20-year offtake. Bloom did not print a MW count for this tranche. |
| Apr 2026 MSA | Oracle (master agreement) | 1,200 MW contracted (MSA up to 2.8 GW) | Master services agreement: Oracle intends to procure up to 2.8 GW. Initial 1.2 GW contracted, deploying into 2027. |
| Apr 2026 Jupiter | Oracle Project Jupiter (Doña Ana County, NM) | Up to 2,450 MW | Up to 2.45 GW of Bloom fuel cells to fully power the campus as a single microgrid, replacing planned gas turbines and diesel. Inside the Oracle partnership, not additive to the 2.8 GW ceiling. |