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Oracle has reaffirmed its 2.4 GW fuel cell power purchase commitment from Bloom Energy despite a previously issued force majeure notice.

The contract reaffirmation signals Oracle's ongoing confidence in fuel-cell-based AI power supply and de-risks Bloom Energy's revenue stream for a major hyperscaler deal.
Trade pressSlicast · September 25, 2026 at 16:55 UTC · US · Source: 24/7 Wall St.
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Oracle has reaffirmed its 2.4 GW fuel cell… · Slicast