SemiAnalysis@SemiAnalysis_Oracle 的 Stargate 站点和 Bloom Energy 面临重大延迟警报🚨🚨 Oracle 位于新墨西哥州的 Project Jupiter 表后数据中心项目计划使用 Bloom Energy，但由于许可和管道建设障碍，面临 1-2 年的延迟风险。(1/8)🧵
MASSIVE DELAY ALERT TO ORACLE'S STARGATE SITE AND BLOOM ENERGY🚨🚨
Oracle's Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵
来源：SemiAnalysis · x.com
Oracle 的 Stargate 站点和 Bloom Energy 面临重大延迟警报🚨🚨 Oracle 位于新墨西哥州的 Project Jupiter 表后数据中心项目计划使用 Bloom Energy，但由于许可和管道建设障碍，面临 1-2 年的延迟风险。(1/8)🧵
MASSIVE DELAY ALERT TO ORACLE'S STARGATE SITE AND BLOOM ENERGY🚨🚨
Oracle's Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵
来源：SemiAnalysis· x.com