Bloom Energy / Oracle 2.8 GW solid oxide fuel cell power partnership — AI data center distributed generation; 1.2 GW initial tranche deployed, up to 2.8 GW under master agreement
Bloom Energy and Oracle expanded their strategic partnership to deploy up to 2.8 GW of solid oxide fuel cell systems at Oracle AI data center facilities across the US. Initial 1.2 GW is contracted and deploying; Bloom previously delivered to Oracle in 55 days vs. 90-day schedule. Oracle issued a stock warrant to Bloom on April 9, 2026 on terms announced October 30, 2025. Fuel cells operate on natural gas or hydrogen, generating 800V DC power compatible with AI workloads without combustion.
Deal Value
2,800MW
Capacity
Fuel Cell
Technology
Multi-state
Location
Deal Details
- Deal Type
- Offtake Agreement
- Seller / Sponsor
- Bloom Energy
- Buyer / Financier
- Oracle Corporation
- Offtaker
- Oracle Corporation
- Stage
- Active Deployment
- ISO/RTO
- Multiple
- Source
- Business Wire
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