2.8 GW fuel‑cell order

Oracle is lining up as much as 2.8 gigawatts of Bloom Energy fuel-cell capacity to power United States cloud and artificial-intelligence data centers. (bloomenergy.com) Bloom said on April 13 that the companies signed a master services agreement, and that an initial 1.2 gigawatts is already under contract and deploying across Oracle projects this year and into 2027. (businesswire.com) The systems are Bloom’s solid-oxide fuel cells, which make electricity through an electrochemical reaction rather than combustion and can run on natural gas, biogas, hydrogen, or blends of those fuels. (sec.gov) For data centers, the pitch is speed and location: the power plant sits on-site in modular blocks, so operators do not have to wait for a full utility-grid upgrade before adding servers. Bloom said its systems can be deployed faster than traditional power infrastructure, and Oracle said the equipment is helping it meet customer demand across the United States. (bloomenergy.com) That matters because large artificial-intelligence clusters are arriving faster than new grid connections in many markets. Reuters reported that Bloom tied the expanded deal directly to rising electricity demand from artificial-intelligence use. (reuters.com) Oracle and Bloom were already working together before this week’s expansion. In an October 28, 2025 filing, Bloom said the partnership covered on-site solid-state power for artificial-intelligence data centers and included a warrant for Oracle to buy up to 3,531,073 Bloom shares at $113.28 each. (sec.gov) Bloom has been arguing that artificial-intelligence loads do not draw power evenly. In a company post last year, Bloom said a single data center can swing by 50 to 100 megawatts within seconds, a pattern it says fuel cells and power electronics can handle more smoothly than conventional grid supply alone. (bloomenergy.com) Fuel cells also come with tradeoffs. Bloom’s annual report says many installations still use natural gas, which lowers local air pollution compared with combustion-based generation but does not eliminate carbon dioxide emissions unless the fuel is biogas, hydrogen, or another low-carbon source. (sec.gov) For now, the agreement gives Oracle a large block of reserved on-site generation while utilities, turbine makers, and data-center developers race to add capacity. The next test is execution: Bloom says 1.2 gigawatts is already moving into Oracle projects, with the rest available under the new 2.8 gigawatt framework. (datacenterdynamics.com)