Bloom Energy expands Oracle partnership for 2.8 GW fuel cell deployment

Bloom Energy (NYSE: BE) announced an expanded partnership with Oracle to deploy up to 2.8 gigawatts of fuel cell systems to support Oracle's AI and cloud computing infrastructure buildout.

Under the master services agreement, Oracle has contracted an initial 1.2 GW of capacity, with deployment currently underway across Oracle projects in the United States and continuing into next year. The fuel cell systems are designed to support Oracle's cloud infrastructure demands.

The agreement builds on an existing partnership between the companies. In a previous deployment, Bloom Energy delivered a fuel cell system to Oracle in 55 days, ahead of the anticipated 90-day schedule, according to the press release.

"By rapidly deploying Bloom's reliable, efficient fuel cell energy, we are quickly meeting the demands of our customers across the United States," said Mahesh Thiagarajan, executive vice president of Oracle Cloud Infrastructure.

Bloom's fuel cell systems are designed for higher-density AI workloads and include technology aligned with emerging 800 V dc standards. The modular systems can be deployed faster than traditional power solutions, according to the company.

On April 9, 2026, Bloom issued a warrant to Oracle on terms previously announced on October 30, 2025, the press release stated.

Bloom Energy manufactures solid oxide fuel cell systems for enterprise customers including data centers, semiconductor manufacturing facilities, and utilities. The San Jose, California-based company employs more than 2,000 people worldwide and manufactures its systems in the United States.

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