Tweet

Tags: ai-power, bloom-energy, be, smr, nuclear, oklo, nuscale, onsite-power, fuel-cells, 800v-dc, grid-deliverability

• Source: Tweet
• Author: Nutty (@NuttyCLD)
• Date: 2026-05-01
• Date captured: 2026-05-01

TL;DR

Long-form X "article" post that mirrors the public preview of The Next Bloom Energy? substack post. Announces the four-part AI Power Crisis series is complete and introduces the Bloom Energy / onsite-power side story.

Key takeaways

Same as the substack post:

• AI capex 2026's uncomfortable question: "If fixing the grid takes 4 years, what do GPUs do in the meantime?"
• SMR narrative-cooling: NuScale cancelled, Oklo long-dated, TerraPower/Kairos on long timelines
• Bloom Energy ($BE) bundles onsite + fast deployment + 800V DC — not perfect, just spec-match
• Investor framework: orders & backlog over narrative; picks-and-shovels that win regardless of fuel choice

Discussion

2026-05-01 — First read

The X post duplicates the substack public preview almost word-for-word. Treating this as the social-distribution surface — the substack is the canonical artifact. Cross-link both files.

The fact that Nutty published the same content as both a substack post AND a long-form X "article" suggests they're optimizing for cross-platform reach. For our scrape-follows system: if NuttyCLD isn't already in FOLLOWS.md, add them — this series alone is high-density, high-cited res...