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Friday, September 25, 2026The Morning Brief →Sign in
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Bloom Energy

In PWD coverage since August 20, 2026 · 5 stories
PWD coverage
debt

Oracle's rent notice reprices $18 billion of data center debt

A force majeure clause that needs both parties' consent has turned a Big Tech lease into a negotiation over who carries the energization risk.
active · Sep 23NTHM's Rulebook Cut Tech and Bought Pipelines. The Product Is the Rulebook.
digital · Sep 11Oracle's 850MW quarter shows who really funds the AI buildout
energy · Sep 9Oracle asks New Mexico for 2GW of optionality
digital · Aug 20Bloom's Power Connect pre-fabricates the data center power plant
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