Bloom Energy expands Oracle fuel cell deal to 2.8 GW

Bloom Energy will provide Oracle with up to 2.8 gigawatts of fuel cell capacity to support AI power needs. An initial 1.2 gigawatts is already under contract.

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Bloom Energy announced on Monday that it will supply ORACLE CORP with up to 2.8 gigawatts of fuel cell capacity under an expanded agreement. This collaboration aims to address the escalating power needs driven by the growth of artificial intelligence. An initial 1.2 gigawatts of capacity has already been contracted, with deployment currently in progress and expected to continue through next year.

An illustration of the Oracle logo, captured on September 9, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
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