@longviewres

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@longviewres

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BECGEH #ai-power-bottleneck
103d agoas of
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@Longviewres May 6 Open

Why this matters

This is the third independent voice in 8 days arguing the CGEH-vs-Bloom data-center-power thesis we already have sitting in inputs/. Convergence shape, but until now we hadn't integrated:

  1. 2026-04-28 — Discord dumb-money/ai: explicit thesis statement that CGEH's inefficiency (vs Bloom SOFC) IS the feature — excess heat drives absorption-chiller cooling for liquid-cooled racks…
@Longviewres tweet +3 receipts
CGEHBE #ai-power-bottleneck
BE $232.16 +8.0% 30d coming into play CGEH n/a n/a 30d

External posts, videos, filings, and articles captured from this source.

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X@Longviewres tweetCaptured May 6 CGEH long-form pitch — third independent source on Capstone vs B...