Oracle $ORCL issues a force majeure notice on its massive 2.45 GW Project Jupiter data center, sending project debt below 90 cents on the dollar! KEY HIGHLIGHTS: • Bloom Energy $BE shares dipped on long-term revenue concerns, though its gigawatt-scale agreement spans Oracle's entire portfolio to limit single-project risk • Bloom boasts 91% revenue growth compared to Oracle's 21.6% growth rate and $71B+ annual sales base • Project Jupiter stall highlights growing infrastructure execution and power supply hurdles across massive AI data center builds THE RATING: Portfolio-wide power agreements and Bloom's 91% revenue growth balance against data center delay risks and weak price momentum, keeping Seeking Alpha Quant scores for both $ORCL and $BE at HOLD. Do you think data center power stalls like Project Jupiter will derail AI infrastructure growth, or is this just a short-term bump for $ORCL and$BE? Drop your take below! ▻