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Bloom Energy扩大与Oracle的合作协议，燃料电池产能最高可达2.8吉瓦

-- Bloom Energy (BE) 周一宣布，已扩大与 Oracle (ORCL) 的合作关系，双方签署了一项新的主服务协议。根据该协议，Oracle 可能采购高达 2.8 吉瓦的 Bloom 燃料电池系统。 该协议旨在支持 Oracle 人工智能和云计算基础设施的快速建设。 首批 1.2 吉瓦的容量已签订合同，部署工作正在进行中，预计将持续到明年。随着 Oracle 云平台规模的扩大，这些燃料电池系统将为 Oracle 在美国各地的项目提供支持。 Bloom 表示，该协议建立在两家公司现有合作关系的基础上，并凸显了随着对数字基础设施需求的加速增长，分布式现场发电的更广泛趋势。 Bloom 补充道，其模块化燃料电池系统的部署速度远超传统电力解决方案，有助于客户缩短开发周期并降低项目风险。 该公司指出，去年仅用 55 天就向 Oracle 交付了一套完全运行的燃料电池系统，比原计划的 90 天提前完成。另据报道，Bloom公司于4月9日向Oracle公司发行了一份认股权证，条款此前已于去年10月披露。 据CNBC报道，该认股权证允许Oracle公司以每股113.28美元的价格购买至多353万股Bloom股票，这意味着Oracle公司可能根据之前的协议进行4亿美元的投资。Oracle公司必须在10月9日之前行使该认股权证。

Price: $207.49, Change: $+30.82, Percent Change: +17.44%

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