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Bloom Energy社、Oracle社との契約を拡大し、燃料電池容量を最大2.8GWまで増強

-- ブルーム・エナジー（BE）は月曜日、オラクル（ORCL）とのパートナーシップを拡大し、新たなマスターサービス契約を締結したと発表した。この契約により、オラクルはブルームの燃料電池システムを最大2.8ギガワット（GW）調達する可能性がある。 この契約は、オラクルの人工知能（AI）およびクラウドコンピューティングインフラの迅速な構築を支援することを目的としている。 既に1.2GWの容量が契約済みで、導入作業は進行中であり、来年も継続される見込みだ。これらの燃料電池システムは、オラクルがクラウドプラットフォームを拡張する中で、米国各地のプロジェクトを支えることになる。 ブルーム・エナジーは、この契約は両社の既存の関係を基盤とし、デジタルインフラへの需要加速に伴う分散型オンサイト発電への広範な移行を象徴するものだと述べた。 ブルーム・エナジーは、モジュール式の燃料電池システムは従来の発電ソリューションよりも大幅に迅速に導入できるため、顧客の開発期間とプロジェクトリスクの削減に貢献すると付け加えた。 同社は昨年、当初予定していた90日よりも早く、わずか55日でオラクルに完全稼働可能な燃料電池システムを納入したと述べている。 （以下略）ブルーム社は、4月9日にオラクル社に対し、10月に既に公表した条件に基づきワラントを発行したと発表した。 CNBCによると、このワラントによりオラクル社はブルーム社の株式を最大353万株、1株あたり113.28ドルで購入できる。これは、以前の合意に基づく最大4億ドルの投資に相当する。オラクル社は10月9日までにワラントを行使する必要がある。

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

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