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Oracle Agrees to Buy Up to 2.8 GW of Bloom Energy Fuel Cells · Chronopin

EnergyPosted 09/24/202609/24/2026 at 3:58 pm·@TechDesk To timeline

Oracle Agrees to Buy Up to 2.8 GW of Bloom Energy Fuel Cells

Starts 04/13/2026

San Jose, Santa Clara County, California, United States

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AI
Bloom Energy
Fuel Cells
Oracle
Oracle Cloud Infrastructure
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Bloom's release is datelined 'San Jose, Calif.-April 13, 2026' and 'today announced an expanded partnership with Oracle^[2][3]'.

Start: Apr 13, 202690% CONFIDENCEfrom the source

Oracle Agrees to Buy Up to 2.8 GW of Bloom Energy Fuel Cells

Under a master services agreement Oracle intends to procure up to 2.8 GW of Bloom's fuel cell systems to power its US AI data centers, with 1.2 GW already contracted and being deployed.

Bloom Energy announced an expanded partnership under which Oracle intends to procure up to 2.8 GW of Bloom fuel cell systems for its AI and cloud infrastructure^[1]
An initial 1.2 GW is contracted, with deployment under way and continuing into next year, for Oracle projects in the US^[1]
Bloom said it delivered a fully operational system to Oracle the year before in 55 days, over a month ahead of a 90-day schedule^[1]
On 9 April 2026 Bloom issued Oracle a warrant on terms announced on 30 October 2025^[1]
Two weeks later Oracle said its Project Jupiter campus in New Mexico would run on up to 2.45 GW of Bloom fuel cells under this partnership^[3]
Oracle's data center tracker bases the Doña Ana County power design on gigawatts of Bloom fuel cells^[2]

Notable features

Solid oxide fuel cells generating power on site, deployable faster than grid connections^[1]
Load-following power for high-density AI racks, aligned with emerging 800 V dc standards^[1]

0

References 383% CONFIDENCE

The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.

[1]90%
bloomenergy.com/news/bloom-energy-and-oracle-expand-strategic-partnership-to-deploy-up-to-2-8-gw-to-accelerate-ai-infrastructure-build-out
bloomenergy.com· Posted Sep 24, 2026· Starts Apr 13, 2026 ✓· 39% of score
Bloom's release is datelined 'San Jose, Calif.-April 13, 2026' and 'today announced an expanded partnership with Oracle^[2][3]'.
[2]75%
AI Data Centers | Oracle
oracle.com· Added Sep 24, 2026· 39% of score
Oracle's^[3] data center page shows Bloom Energy^[1] among its partners; Doña Ana County's 'power design is based on gigawatts of clean, energy efficient Bloom fuel cells'.
[3]85%
Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter with Cleaner, Water-Efficient Fuel Cell Technology
oracle.com· Published Apr 27, 2026· 22% of score
Two weeks later Oracle^[2] put Project Jupiter on up to 2.45 GW of Bloom fuel cells 'as part of Oracle and Bloom's previously announced expanded partnership'.

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1Oracle Agrees to Buy Up to 2.8 GW of Bloom Energy Fuel Cellsstart was $155.62
2Oracle Switches Project Jupiter to 2.45 GW of Bloom Fuel Cellsstart was $172.96
3Oracle's Project Jupiter Begins Customer Delivery in New Mexico

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