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A data center featuring data center, related to a major AI company Misses Revenue and User Growth Targets, R

OpenAI Misses Revenue and User Growth Targets, Rattling AI Infrastructure Stocks

OpenAI missed multiple monthly revenue targets in 2026 and fell short of its billion-user ChatGPT goal, triggering a selloff in Nvidia, Oracle, and AMD.

Apr 29

A modern corporate office featuring contracts, related to a major software company and a major AI company End Exclusiv from an unusual angle or perspective

Business & Enterprise · 3 min read

Microsoft and OpenAI End Exclusivity Deal — OpenAI Can Now Work With Any Cloud Provider

Microsoft and OpenAI have amended their partnership, ending Microsoft's exclusive access to OpenAI models and freeing OpenAI to deploy on any cloud — including AWS, Google Cloud, and Oracle.

Apr 28

A data center featuring fuel cells, data centers, related to Bloom Energy and Oracle Are Building On-Site AI Power Plants

Energy & Climate · 5 min read

Bloom Energy and Oracle Are Building On-Site AI Power Plants to Bypass a Broken Grid

Oracle contracted 2.8 gigawatts from Bloom Energy's fuel cells because the grid interconnection queue is too slow—a structural shift that is turning hyperscalers into their own utilities.

Apr 23

A data center featuring Data Centers, Fuel Cells, related to Oracle and Bloom Energy Ink 2.8 GW Deal to Power AI Data Cen

Energy & Climate · 4 min read

Oracle and Bloom Energy Ink 2.8 GW Deal to Power AI Data Centers with Off-Grid Fuel Cells

Oracle has contracted up to 2.8 gigawatts of power from Bloom Energy's stationary fuel cells for AI data centers — bypassing utility interconnection queues that average four years and establishing off-grid power as a mainstream AI infrastructure strategy.

Apr 22

A data center featuring Data Centers, data centers, related to Bloom Energy and Oracle Are Building AI Data Centers That By

Energy & Climate · 3 min read

Bloom Energy and Oracle Are Building AI Data Centers That Bypass the Power Grid

Bloom Energy and Oracle have partnered to supply AI data centers with on-site fuel cell power — deployable in weeks, not years. Bloom shares surged 15% on news that the deal sidesteps grid bottlenecks blocking AI compute expansion.

Apr 20

Scene in a data center with someone building

Energy & Climate · 3 min read

Bloom Energy and Oracle Partner to Build Off-Grid AI Data Center Power with Fuel Cells

Bloom Energy and Oracle are powering AI data centers with on-site fuel cells that can be deployed in weeks, bypassing the years-long utility grid expansion that is the primary bottleneck for AI infrastructure growth.

Apr 19

Scene in a data center with someone training from an unusual angle or perspective

Energy & Climate · 3 min read

Bloom Energy and Oracle Are Building Off-Grid Power for AI Data Centers

Bloom Energy and Oracle are deploying solid oxide fuel cells to power AI data centers without grid interconnection — a pivot driven by U.S. grid queues now measured in years.

Apr 18