Why does Bloom Energy's CEO claim its fuel cells are a solution to NIMBY opposition against data center power infrastructure?

Bloom Energy's CEO KR Sridhar claims its fuel cells are a solution because they are 'cleaner and quieter than conventional power-generating systems', generate electricity from natural gas via a chemical reaction (not combustion), require little water, and produce less air pollution and noise compared to gas turbines—making them 'community friendly' and less likely to provoke local opposition.

What two major customer deals does the article cite as evidence that Bloom Energy is benefiting from NIMBY-driven shifts in data center power sourcing?

The article cites Bloom Energy's 2.5-gigawatt deal with Oracle Corp. for its New Mexico 'Project Jupiter' data center—where Oracle switched from Siemens Energy gas turbines to Bloom's systems after intense local protests—and Nebius Group NV.'s May decision to select Bloom's technology over gas turbines due to its 'clean, virtually non-polluting technology' and fast delivery time.