Bloom Energy partners with Oracle and STACK Infrastructure to develop Project Jupiter, a 2.45 GW fuel cell-powered data center campus in New Mexico with minimal water use

Type: Partnership · Technology: Data Center · Country: United States · Capacity: 2.45 GW · Announced: 2026-08-11

Bloom Energy formed a partnership with Oracle and STACK Infrastructure to develop Project Jupiter, a 2.45 GW fuel cell-powered data center campus in New Mexico. The project integrates Bloom's fuel cell systems with closed-loop cooling to eliminate potable water use for normal operations, targeting an average annual water draw equivalent to nine U.S. households over 15 years. Bloom's fuel cells convert fuel directly into electricity through an electrochemical process, producing water as a byproduct that is internally recycled, avoiding the continuous water-cooling demands of combustion-based power plants. The campus is designed to address community concerns about water consumption from AI infrastructure, positioning Bloom's technology as a low-water alternative to conventional data center power sources. Oracle and STACK Infrastructure are collaborating on the project as part of an expanded partnership, with Bloom citing Gallup research indicating nearly half of Americans worry about the environmental impacts of AI data centers. The initiative underscores Bloom's strategy to align high-performance AI power with responsible water stewardship, framing it as a prerequisite for earning community trust and regulatory approval.

Counterparties

Source article

📈 The Sherpa Signal — one notable infrastructure deal a day.