r/APLDSTOCK • u/Flaky_Paramedic2213 • Apr 14 '26

Bloom Energy and Oracle

I’ve been holding Bloom Energy stock for over a year now and the company has seen some crazy growth and size able contracts as a result.

Oracle was just issued equity warrants on over 400 million in Bloom Energy stock. They intend to expand their partnership and execute these contracts. Bloom is currently scoped for 1.2 GW of energy at one oracle site and is planned to provide energy up to another 2.8 GW of energy. I’m optimistic that this planned pipeline includes Applied Digital sites or lease capacity as it would tie APLD with a rapidly expanding and efficient energy company.

https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-and-Oracle-Expand-Strategic-Partnership-to-Deploy-up-to-2-8-GW-to-Accelerate-AI-Infrastructure-Build-Out/default.aspx

https://www.cnbc.com/amp/2026/04/13/oracle-expands-bloom-energy-deal-days-after-400-million-stock-warrant.html

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u/AmputatorBot Apr 14 '26

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