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tz-plus logo Pivotal-Point Tracking Oracle (ORCL): Strategic Alliance with Bloom Energy Secures [independent Power Supply] for Massive AI Scaling!

W. Zussner
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Oracle is a provider of cloud services and database software that is significantly transforming into an infrastructure provider for artificial intelligence. On April 14, the news of a massive expansion of its partnership with Bloom Energy caused a surge in stock prices. Oracle secured access to up to 2.8 gigawatts of power through fuel cells to meet the enormous demand of its AI data centers. With an impressive order backlog of 553 billion USD (+325% year-over-year), the company underscores its role as the preferred partner for compute-intensive...

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