Oracle and Bloom Energy Partner for Up to 2.8 GW of On-Site Fuel Cells to Power AI Microgrid Campuses

Oracle and Bloom Energy Partner for Up to 2.8 GW of On-Site Fuel Cells to Power AI Microgrid Campuses

Oracle and Bloom Energy (BE) have announced a massive expansion of their strategic partnership, under which Oracle intends to procure up to 2.8 gigawatts (GW) of Bloom's solid oxide fuel cell systems to power its rapid AI and cloud computing infrastructure buildout. An initial 1.2 GW of capacity has already been contracted, with deployments currently underway and continuing into 2027.

This distributed, on-site generation strategy allows Oracle to bypass local utility transmission constraints in high-demand areas.¹ In just 55 days, Bloom previously delivered a fully operational fuel cell system to Oracle, demonstrating the speed-to-power advantage of modular fuel cells over traditional grid interconnections.

Overhauling Project Jupiter's Power Design

As part of this partnership, Oracle and developer BorderPlex Digital Assets announced on April 27, 2026, that "Project Jupiter"—a massive $165 billion AI data center campus in Santa Teresa, Doña Ana County, New Mexico, which is part of the broader Stargate AI initiative with OpenAI—will be fully powered by up to 2.45 GW of Bloom's fuel cells. This replaces previously planned natural gas turbines and diesel generators, consolidating the entire facility into a single, self-sufficient microgrid.

By utilizing Bloom's combustion-free fuel cells, Project Jupiter will reduce NOx emissions by roughly 92% compared to gas turbines and use a negligible amount of water, responding to local community concerns about air quality and water scarcity in the southern New Mexico desert. Oracle will bear all energy costs, shielding local residents from electricity rate increases or grid instability.