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FINWIRES

Bloom Energy擴大與Oracle的合作協議，燃料電池產能最高可達2.8吉瓦

-- Bloom Energy (BE) 週一宣布，已擴大與 Oracle (ORCL) 的合作關係，雙方簽署了一項新的主服務協議。根據該協議，Oracle 可能採購高達 2.8 吉瓦的 Bloom 燃料電池系統。 該協議旨在支援 Oracle 人工智慧和雲端運算基礎架構的快速建置。 首批 1.2 吉瓦的容量已簽訂合同，部署工作正在進行中，預計將持續到明年。隨著 Oracle 雲端平台規模的擴大，這些燃料電池系統將為 Oracle 在美國各地的計畫提供支援。 Bloom 表示，該協議建立在兩家公司現有合作關係的基礎上，並凸顯了隨著數位基礎設施需求的加速成長，分散式現場發電的更廣泛趨勢。 Bloom 補充道，其模組化燃料電池系統的部署速度遠超傳統電力解決方案，有助於客戶縮短開發週期並降低專案風險。 該公司指出，去年僅用 55 天就向 Oracle 交付了一套完全運作的燃料電池系統，比原計劃的 90 天提前完成。另據報道，Bloom公司於4月9日向Oracle公司發行了一份認股權證，條款先前已於去年10月揭露。 根據CNBC報道，該認股權證允許Oracle公司以每股113.28美元的價格購買至多353萬股Bloom股票，這意味著Oracle公司可能根據先前的協議進行4億美元的投資。 Oracle公司必須在10月9日之前行使該認股權證。

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

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