Bloom Energy Expands Oracle Deal to 2.8 GW for Data Centers

Bloom Energy Corp. announced an expanded partnership with Oracle Corp. on Monday, agreeing to supply up to 2.8 gigawatts of fuel cell power to support the software giant's data centers, particularly those powering artificial intelligence operations across the United States.

The deal builds on an initial contract for 1.2 gigawatts, which is already in deployment and expected to continue into 2027 at Oracle facilities. A gigawatt of capacity can generate enough electricity to power approximately 750,000 U.S. households simultaneously. This expansion follows Bloom's successful delivery of a fully operational fuel cell system in just 55 days last year, surpassing the anticipated 90-day timeline for Oracle's first onsite power installation at a data center.

The agreement comes as Oracle ramps up its infrastructure investments to meet surging demand for AI computing. The company has committed to spending $50 billion on capital projects in its fiscal year ending May, including building data centers for clients such as OpenAI and xAI. In the quarter ended February, Oracle's infrastructure business reported $4.9 billion in revenue, driven largely by cloud services for AI applications....