en.Wedoany.com Reported - On April 13 local time, fuel cell manufacturer Bloom Energy announced an expansion of its strategic partnership with Oracle. The two parties have signed a master services agreement under which Oracle plans to procure up to 2.8 gigawatts (GW) of Bloom's fuel cell systems to support the rapid construction of its artificial intelligence (AI) and cloud computing infrastructure. Contracts for the initial 1.2 GW capacity have been completed, and deployment has commenced and will continue through 2027. All fuel cell systems will be deployed at Oracle's projects in the United States to meet the power demands of its cutting-edge cloud infrastructure.
According to Bloom Energy's official press release, this expanded cooperation agreement highlights the company's ability to provide fast, reliable power for AI workloads. AI computing tasks require load-following power support, which traditional power grids are not designed to meet. Bloom's fuel cell systems utilize solid oxide technology, generating electricity through electrochemical reactions rather than combustion. They can be flexibly deployed based on demand and do not rely on grid connections. This system supports higher-density AI workloads, and its technology platform aligns with emerging industry standards such as 800V DC.
Mahesh Thiagarajan, Executive Vice President of Oracle Cloud Infrastructure, stated in the announcement that by rapidly deploying Bloom's reliable and efficient fuel cell energy, Oracle is quickly meeting customer demand across the United States. Together, they are building the power foundation and AI infrastructure to accelerate American AI leadership. In 2025, Bloom Energy delivered a fully operational fuel cell system to Oracle in just 55 days, completing the deployment over a month ahead of the original 90-day schedule.
In addition to the master services agreement, the collaboration also involves a warrant arrangement. According to CNBC, on April 9, 2026, Bloom Energy issued a warrant to Oracle based on terms pre-announced on October 30, 2025. This warrant allows Oracle to purchase up to 3.53 million shares of Bloom Energy stock at a price of $113.28 per share, representing a total potential investment of approximately $400 million. The warrant is valid until October 9, 2026.
Aman Joshi, Chief Commercial Officer of Bloom Energy, stated that the company is pleased to expand its partnership with Oracle following the initial successful deployment. The two parties are defining a shared vision for the future of energy and AI infrastructure. According to a Reuters report citing a Bloom Energy statement, Bloom's fuel cell systems deploy far faster than traditional power options, helping customers gain access to power more quickly and reduce project risk.
Oracle's power planning in the AI infrastructure space is accelerating. According to public information from March 2026, Clay Magouyrk, CEO of Oracle Cloud Infrastructure, revealed that the company has secured over 10 GW of power and data center capacity for the next three years, with over 90% of that capacity funded by partners. The expanded 2.8 GW fuel cell procurement with Bloom Energy is a significant component of this overall power strategy.
Bloom Energy has benefited in recent years from strong demand for alternative energy sources from AI data centers. In 2025, the company deployed hundreds of megawatts of fuel cell capacity through partnerships with American Electric Power, Equinix, and other data center developers. Its fuel cell systems provide rapidly installable on-site power, offering a differentiated advantage in data center construction due to their independence from grid connections.
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