Bloom Energy stock jumped over 6% in after‑hours trading following announcement of expanded Oracle partnership.
Oracle contracted an initial 1.2 GW of Bloom fuel‑cell capacity with an option to increase total to 2.8 GW.
The fuel‑cell systems target AI and cloud workloads, feature 800 V DC standards and can be deployed faster than traditional solutions.
Bloom issued a warrant to Oracle on April 9, referencing terms first disclosed on Oct 30 2025.