Oracle stock soars due to AI expansion and taps Bloom Energy for data center powering.
Oracle's approach to AI infrastructure is centred around renewable energy, smart infrastructure, and efficient data center design. In a strategic move to grow its AI infrastructure while keeping the carbon footprint low, Oracle has partnered with Bloom Energy.
This partnership aims to power AI data centers with clean, renewable energy. Bloom Energy will deploy its hydrogen-powered fuel cell systems at Oracle Cloud Infrastructure (OCI) data centers. These fuel cells deliver low-emission, water-free electricity with virtually no air pollution, making them an ideal choice for meeting the massive and increasing power demands of AI workloads.
The collaboration offers several key benefits. First, Bloom Energy can install full data center power systems within 90 days, addressing the urgent scaling needs of AI workloads. Second, the fuel cells produce electricity via an electrochemical process using hydrogen (or natural gas) without emitting air pollutants or consuming water, thus minimizing environmental impact compared to conventional grid power.
The system also supports Oracle’s high-performance AI infrastructure demands with a stable, scalable energy supply, enhancing OCI’s sustainability and operational reliability. Furthermore, by integrating Bloom’s clean energy solutions, Oracle advances its net-zero ambitions and reduces reliance on carbon-intensive power sources essential for future-proof AI computing.
Oracle's efforts in sustainable AI infrastructure have been well-received in the market. The company's stock has surged over 40% year-to-date in 2025, reaching a new all-time high near $245 as of July 25. Analysts from Piper Sandler and Jefferies have upgraded Oracle's stock to "Overweight", with price targets of $270, citing Oracle's growing leadership in AI cloud infrastructure and enterprise momentum.
Moreover, cloud infrastructure revenue is expected to grow over 70% in fiscal 2026, contributing to Oracle's raised annual revenue forecast for fiscal 2026, which is above $67 billion, implying a 16.7% year-over-year growth.
Oracle's partnership with Bloom Energy could help set new industry standards for sustainable innovation in the demand for clean, scalable AI solutions. The company's commitment to renewable energy and efficient data center design could position it as a leader in the industry's shift towards sustainable AI computing.
In addition, Oracle disclosed a $30 billion annual cloud deal tied to its Stargate initiative with OpenAI, expected to contribute meaningfully to total revenue by 2029. This deal further underscores Oracle's commitment to AI infrastructure and its potential to drive growth in the coming years.
In conclusion, Oracle's partnership with Bloom Energy is a strategic move towards powering AI data centers on renewable, low-carbon energy by 2025. By combining quick fuel cell deployment with Oracle's net-zero plan, the partnership provides energy security while cutting emissions, setting a strong example for the industry in sustainable innovation.
- Oracle's partnership with Bloom Energy focuses on powering AI data centers with clean, renewable energy, aligning with Oracle's approach centred around renewable energy and efficient data center design.
- The deployment of Bloom Energy's hydrogen-powered fuel cell systems at Oracle Cloud Infrastructure (OCI) data centers offers a solution for meeting the massive and increasing power demands of AI workloads, as these fuel cells deliver low-emission, water-free electricity with minimal air pollution.
- The collaboration between Oracle and Bloom Energy supports Oracle’s high-performance AI infrastructure demands with a stable, scalable energy supply, enhancing OCI’s sustainability and operational reliability.
- By integrating Bloom's clean energy solutions, Oracle advances its net-zero ambitions and reduces reliance on carbon-intensive power sources, thereby positioning itself as a leader in the industry's shift towards sustainable AI computing.
- Oracle's commitment to renewable energy and efficient data center design, combined with its strategic partnership with Bloom Energy, could set new industry standards for sustainable innovation in the demand for clean, scalable AI solutions.
- Oracle's efforts in sustainable AI infrastructure, such as the partnership with Bloom Energy and the $30 billion annual cloud deal tied to its Stargate initiative with OpenAI, have the potential to drive significant growth for the company in the coming years.
