Bloom Energy Watchlist

tz-plus logo Bloom Energy Provides Decentralized Power Supply for AI Workloads - Oracle Cloud Infrastructure Boosts Momentum!

A. Zehetner
Reading Time: 2 minutes

Bloom Energy (BE) provides decentralized power supply solutions with its solid oxide fuel cells and is a direct beneficiary of the increasing energy investments by hyperscalers for AI workloads, which are expected to amount to at least $50 billion this calendar year. A partnership with Oracle (ORCL) has fueled a stock rally since the end of July, as Bloom Energy servers are to be delivered within 90 days for selected AI data centers or the Oracle Cloud Infrastructure (OCI). On September 9, Oracle reported that its OCI business is projected to grow...

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