Oracle’s AI build push

Oracle is tying its artificial intelligence push to two bottlenecks at once: power for data centers and automation for the projects that build them. (bloomenergy.com) Bloom Energy said on April 13 that Oracle plans to procure up to 2.8 gigawatts of Bloom fuel-cell systems under a master services agreement, with an initial 1.2 gigawatts already contracted for U.S. projects and deployment continuing into 2027. (bloomenergy.com) Bloom said its solid-oxide fuel cells can be installed on site in modular blocks, and it said a prior Oracle system was delivered in 55 days, ahead of a 90-day schedule. Oracle Cloud Infrastructure executive vice president Mahesh Thiagarajan said the systems are being used to meet customer demand across the United States. (bloomenergy.com) Oracle added the software side on April 14, when it announced new artificial intelligence features in Primavera Unifier, its project and asset management platform for construction and capital programs. Oracle said the update adds workflow summaries, business-process summaries, and integrations that let artificial intelligence agents act on data with an audit trail. (oracle.com) Oracle said Primavera Unifier now connects more deeply with enterprise resource planning, enterprise asset management, scheduling, and collaboration systems through Oracle Integration, with event-driven triggers and in-step data pulls for approvals and reviews. The company said the changes are aimed at regulated projects that need standardized controls and documented decisions. (prnewswire.com) A data center needs electricity before it can run advanced chips, and large artificial intelligence clusters can require more power than local grids can add on short notice. Bloom said its fuel cells are designed for “load-following” demand, meaning output can rise and fall with computing use, and are aligned with emerging 800-volt direct-current standards for dense artificial intelligence hardware. (bloomenergy.com) Oracle has spent the past year repositioning itself as both a cloud landlord for artificial intelligence workloads and a software vendor selling artificial intelligence features into business applications. Oracle’s April 14 news page shows the Primavera release alongside a run of other product announcements centered on “agentic” artificial intelligence in finance, supply chain, banking, and database products. (oracle.com) The company is also part of the Stargate buildout with OpenAI and SoftBank. OpenAI said in September 2025 that the partners had expanded Stargate with five new U.S. sites and were targeting a 10-gigawatt commitment, putting Oracle in a race to secure both land and power for new computing capacity. (openai.com) Investors treated the power agreement as the bigger immediate signal. Reuters reported on April 13 that Bloom would supply Oracle with up to 2.8 gigawatts of fuel-cell capacity under the expanded deal, and market coverage on April 14 showed Oracle and Bloom shares rising after the announcement. (msn.com) (aol.com) Taken together, the two announcements show Oracle trying to shorten the two slowest parts of the artificial intelligence build cycle: getting electricity to a site and getting large projects approved, tracked, and delivered. (bloomenergy.com) (prnewswire.com)