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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.
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.
A new AI model built to analyze global wind and solar deployment trajectories has concluded that even the most optimistic projections still align with a 2°C warming pathway — not the 1.5°C target the world committed to.
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.
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.
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.
A new IoT Breakthrough analysis finds AI energy management and predictive appliance maintenance gaining real traction, while voice assistant novelty features remain largely unused in the $95.83B smart home market.
Roughly 30% of all planned data center capacity will now be powered by on-site generation rather than the public grid—up from nearly zero a year ago—threatening utility business models and grid modernization investment.
Researchers published findings showing a neuro-symbolic AI architecture can reduce energy consumption up to 100-fold compared to standard deep learning while simultaneously improving task accuracy.