Bloom Energy - GoKawiil

Ambrosia Energy and Bloom Energy highlight AI infrastructure opportunities at TechCrunch Disrupt 2026

At TechCrunch Disrupt 2026, leaders from Ambrosia Energy and Bloom Energy discussed how the physical infrastructure supporting AI is becoming a critical area for innovation. They emphasized that as AI models and applications expand, the demand for power, cooling, and data center capacity grows, creating new business opportunities. The session focused on the challenges and emerging categories within AI infrastructure that could shape future market dynamics.

techcrunch.com · 2026-10-08

Oracle issues force majeure notice on New Mexico Stargate data center project

Oracle sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, according to Bloomberg. The notice would let Oracle delay payments if the facility fails to meet its 2028 launch target, though the company says it isn't trying to exit as the site's main tenant. Both Oracle and Blue Owl Capital, whose unit received the notice, say the project's financial commitments remain unchanged and construction is on schedule.

techcrunch.com · 2026-09-24