re: Nebius - NBIS - AI Infrastructure Company

and I also wanna add that the allure of a bloom energy is they provide an answer to the chokepoint now of power. Nbis deal is the perfect example. - bloom is plan C for Nbis, but it's an acceptable plan because they can do it this year - as opposed to 4-7 years.

There is no sign that the Ballard Vertu project is happening until 27 2829 at best - even if not backup but actual primary power generation.