Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out

I pitched Bloom in the paid section of this post last night

Just now, they signed a 2.8GW deal with Oracle.

We will soon witness the scalability of their infrastructure. As we see more orders come in and the backlog pile up, the question turns to “can they deliver?”

To which the answer I firmly believe is yes.