[CMS Electric & New Energy] North America Power Shortage Intensifies, Continue to Recommend SOFC/Transformers 2026

English summary

### [CMS Electric & New Energy] North America Power Shortage Intensifies, Continue to Recommend SOFC/Transformers 2026 Time: 2026-07-31 10:20:29 Content: [CMS Electric & New Energy] North America Power Shortage Intensifies, Continue to Recommend SOFC/Transformers 20260731 #BE surges, SOFC enters earnings delivery. Bloom Energy rose about 26% last night, Q2 revenue exceeded $1 billion for the first time, with margins and operating cash flow comprehensively beating expectations, and it raised its full-year guidance. #Power rationing and load shedding, benefiting behind-the-meter model. PJM plans to establish a registration system for large loads above 50MW. When the grid is tight, data centers without self-supplied power may be subject to load shedding! Additionally, Blackstone QTS terminated an ultra-large data center in Virginia, and Oracle's nearly 1GW project may require over $7 billion in guarantees. Power access, grid connection cycles, community permits, and upfront capital are becoming core constraints for AI data centers. ...