Bloom Energy 之所以在过去一两年里成为投资者眼中的大赢家,是因为它能够极其迅速地让这些数据中心通电。
The reason that Bloom Energy has become the huge winner that it's been over the past year or two for investors is because they can power up these data centers extremely quickly.
而讽刺之处在于,Bloom Energy 向投资者宣传的核心卖点,即便在疫情期间也是:这将是一家绿色能源公司。我们将能够通过电解制造氢气。我们将能够借助 Bloom Energy 燃料电池,非常轻松且低成本地把氢气转化为电力。
如今这一切基本都被搁置了,我们又回到了 Bloom Energy 一直以来的运作方式,也就是实际上以天然气作为燃料来源。
And the irony here is Bloom Energy's basically pitch to investors even during the pandemic was this was going to be a green energy company. We were going to be able to make hydrogen through electrolysis.
We were going to be able to turn that hydrogen into power very easily and cost effectively with Bloom Energy fuel cells. Now that's all kind of off the table and we're going back to the way that Bloom Energy has always run and that was actually operating with natural gas as the fuel source.