Bloom Energy: Mega Deal with Oracle for Fuel Cells with Up to 2.8 GW

Bloom Energy greatly benefits from a backlog of 20 billion USD, driven by the energy hunger of new AI data centers. With off-grid fuel cells, long wait times for grid connections can be avoided. The Oracle partnership has been significantly expanded to up to 2.8 GW for AI infrastructure development. 1.2 GW are already being installed in the USA. The record revenue from 2025 could be significantly exceeded in 2026 with growth of over 50% to up to 3.3 billion USD. Profitability is sustainably achieved. Bloom Energy (BE) develops and sells...