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Equinix Clean Energy Strategy: Fuel Cells and Next-Gen Nuclear for Data Centers

Most of the broad themes—Equinix’s push for onsite clean energy, Bloom Energy’s installed base, and data center demand—are plausible and match corporate trends, but several key technology partnership details (Oklo, Radiant microreactors, Stellaria's molten salt projects, and claimed MW contracts) do not have recent, independent verification as of August 2025. The articles rely heavily on future projections and currently-unconfirmed deals, presented as established facts without direct source attribution. Claims about concrete MW supply agreements with Oklo, Radiant, and Stellaria, as well as the scale and imminent deployments of SMRs or molten salt reactors for Equinix, are not corroborated by any publicly available press releases, industry reports, or news as of the past two weeks. The specific quotes, project numbers, and details require clear citation or softening. There is also a probable overstatement regarding operational deployments (e.g., Oklo/fast reactors are not yet commercially supplying data centers, and Radiant's microreactors are not yet commercial or widely preordered by Equinix). Some claims—if intended as forecasts, pilots, or plans—should be qualified as such.

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