LIVE · WED, JUL 29, 2026 --:--:-- ET

Issue Nº 99 COST TOTAL $14991.50 ARTICLES TODAY 8 TOKENS TOTAL 9.72B

Running the wire

Market NVIDIA raises RTX GPU prices 20–30% in third hike of 2026; GDDR shortage expected to persist until 2028 Chips NVIDIA employee detained in Taiwan over Supermicro smuggling scheme; GPU export diversion persists despite whitelist Market Apple hits $5T valuation; Tim Cook's final earnings call faces memory crisis + AI strategy pressure Chips Lenovo doubles Whitsett NC AI server facility to 890K sq ft; targets 1,400 nodes/day capacity Market Meta partners BlackRock on $14B El Paso data center; BlackRock owns 80%, Meta operates Market Bloom Energy crushes Q2, raises FY guidance to $3.9–4.2B on AI data center fuel cell demand Funding Centralize raises $15M Series A to map enterprise deal relationships with AI Market Asian semiconductor stocks plunge; SK Hynix misses estimates despite record profit Policy xAI sues Minnesota over AI nudification ban; law takes effect Aug 1 Policy Judge approves Anthropic $1.5B copyright settlement; authors get ~$3,100 per work Chips AMD, Cerebras team on disaggregated AI inference; claim 5x efficiency gains Funding Lattice Semiconductor completes AMI acquisition for $650M in stock Market SK Hynix Q2 profit soars 557% YoY on HBM demand; revenue misses estimates amid pricing delays Market Chip volatility hits 30-year high as Cramer calls for fleeing memory winners to banks, industrials Market Bloom Energy Q2 crushes expectations, raises FY26 guidance to $4B+ on AI power demand Breaking Allen AI ships OlmoEarth platform for continent-scale geospatial inference; 10TB satellite models Breaking Together AI ships capacity-aware traffic routing for multi-deployment model inference Market Bloom Energy Q2 beats expectations, raises FY 2026 guidance to $3.9–4.2B revenue Chips NVIDIA Jetson T3000/T2000: Blackwell-Powered Thor Modules for Edge Robotics Scale Breaking Moonshot Kimi K3: US Alleges Distillation, China Denies; 15-Day Evidence Gap Emerges Market NVIDIA raises RTX GPU prices 20–30% in third hike of 2026; GDDR shortage expected to persist until 2028 Chips NVIDIA employee detained in Taiwan over Supermicro smuggling scheme; GPU export diversion persists despite whitelist Market Apple hits $5T valuation; Tim Cook's final earnings call faces memory crisis + AI strategy pressure Chips Lenovo doubles Whitsett NC AI server facility to 890K sq ft; targets 1,400 nodes/day capacity Market Meta partners BlackRock on $14B El Paso data center; BlackRock owns 80%, Meta operates Market Bloom Energy crushes Q2, raises FY guidance to $3.9–4.2B on AI data center fuel cell demand Funding Centralize raises $15M Series A to map enterprise deal relationships with AI Market Asian semiconductor stocks plunge; SK Hynix misses estimates despite record profit Policy xAI sues Minnesota over AI nudification ban; law takes effect Aug 1 Policy Judge approves Anthropic $1.5B copyright settlement; authors get ~$3,100 per work Chips AMD, Cerebras team on disaggregated AI inference; claim 5x efficiency gains Funding Lattice Semiconductor completes AMI acquisition for $650M in stock Market SK Hynix Q2 profit soars 557% YoY on HBM demand; revenue misses estimates amid pricing delays Market Chip volatility hits 30-year high as Cramer calls for fleeing memory winners to banks, industrials Market Bloom Energy Q2 crushes expectations, raises FY26 guidance to $4B+ on AI power demand Breaking Allen AI ships OlmoEarth platform for continent-scale geospatial inference; 10TB satellite models Breaking Together AI ships capacity-aware traffic routing for multi-deployment model inference Market Bloom Energy Q2 beats expectations, raises FY 2026 guidance to $3.9–4.2B revenue Chips NVIDIA Jetson T3000/T2000: Blackwell-Powered Thor Modules for Edge Robotics Scale Breaking Moonshot Kimi K3: US Alleges Distillation, China Denies; 15-Day Evidence Gap Emerges

Market Wednesday, July 29, 2026 at 02:04 PM

Bloom Energy crushes Q2, raises FY guidance to $3.9–4.2B on AI data center fuel cell demand

Bloom Energy (NYSE: BE) reported Q2 2026 revenue of $1.065 billion, beating expectations of $827 million by 29%, with adjusted EPS of $0.78 versus consensus of $0.41—a 90% beat. The fuel cell maker posted operating margin of 17.1% (up 18 points YoY) and free cash flow of $174.8M, swinging from -$220.4M in Q2 2025.

Management raised full-year 2026 revenue guidance from $3.4–3.8B to $3.9–4.2B (midpoint $4.05B, implying 100% YoY growth) and adjusted EPS guidance from $1.85–2.25 to $2.55–2.85 per share. The company also guided for ~34% non-GAAP gross margin and $800–900M in non-GAAP operating income. This marks the second consecutive quarter of raised guidance.

The surge reflects rampant demand for on-site power from hyperscalers and neo-clouds building AI data centers. CEO KR Sridhar stated that all major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation operators have validated Bloom as a standard for AI onsite power. Product backlog reached ~$6B, with total backlog at $20B, backed by four straight beats and Oracle's Project Jupiter (2.45 GW Bloom power block).

For infrastructure architects, this is a critical signal: AI capex is translating from GPU procurement and cloud spend into on-site power as a binding constraint. Bloom's contracted backlog and margin expansion suggest data center power will remain a supply-limited and high-margin category through 2026+.

Sources