Oracle expands Bloom deal to up to 2.8 GW, with 1.2 GW already contracted

Bloom and Oracle announced an expanded master services agreement under which Oracle intends to buy up to 2.8 gigawatts of Bloom fuel cell systems for its US data centers. An initial 1.2 GW is already contracted, with deployment underway and continuing into 2027. Bloom issued Oracle a warrant on April 9, 2026, on terms first announced October 30, 2025, and the release gives no dollar value or pricing for the agreement.

• Oracle intends to procure up to 2.8 GW under the master services agreement
• Initial 1.2 GW contracted; deployment underway into 2027
• Warrant issued to Oracle April 9, 2026
• Bloom says it delivered one system to Oracle in 55 days against a 90-day plan