Oracle partners with Bloom Energy to power AI data centers in 90 days

Oracle has partnered with Bloom Energy to deploy fuel cell systems across select Oracle Cloud Infrastructure data centers in the U.S., targeting the growing power demands of AI workloads. The collaboration offers Oracle a rapid deployment solution—fuel cells can power entire data centers within just 90 days—while providing clean, scalable electricity with minimal environmental impact and no water consumption.

What you should know: Bloom Energy will supply on-site fuel cell systems designed to provide reliable, low-emission electricity for Oracle’s expanding AI infrastructure needs.
• The fuel cells deliver power with almost zero air pollution and no water consumption, aligning with Oracle’s sustainability goals.
• Bloom has already installed over 400 MW of power capacity for data centers worldwide and maintains similar agreements with Equinix, American Electric Power, and Quanta Computing.

Why this matters: Oracle’s growing AI infrastructure requires immediate power solutions that can scale quickly to meet customer demand for high-performance computing.
• “We continue to see strong global demand for OCI services across our entire data center portfolio including our large gigawatt AI data centers,” said Mahesh Thiagarajan, executive vice president of Oracle Cloud Infrastructure.
• The partnership supports Oracle’s broader expansion plans, including recent announcements of $3 billion in European investments and the Stargate project’s additional 4.5 GW of U.S. data center capacity.

The big picture: Major cloud providers are increasingly turning to alternative energy sources to power AI workloads while maintaining sustainability commitments.
• Oracle recently announced plans to invest $1 billion in the Netherlands and $2 billion in Germany over five years to expand its European cloud infrastructure.
• The company is also expanding the Stargate AI infrastructure project with OpenAI, which is expected to create over 100,000 jobs across construction, operations, manufacturing, and services.

What they’re saying: Industry executives emphasize the critical need for reliable, clean power that can be deployed rapidly.
• “Oracle Cloud Infrastructure requires power solutions engineered to meet the performance and reliability demands of today’s most advanced AI and compute workloads,” said Aman Joshi, chief commercial officer at Bloom Energy.
• “This significant collaboration provides Oracle with ultra-reliable, clean, and cost-efficient power that supports its growth strategy with the speed and certainty it needs.”