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Sign InBloom Energy (BE) has announced a massive expansion of its partnership with Oracle (ORCL) to supply up to 2.8 GW of advanced fuel cell systems. Following the announcement, Bloom Energy shares jumped nearly 20% in a single trading day this week, reflecting intense market enthusiasm. This strategic agreement is designed to meet the surging power demands of AI-driven data centers, which require reliable and scalable energy solutions. Consequently, the company provided robust revenue guidance of approximately $3.2 billion for 2026, with potential upside reaching $5.1 billion in 2027. Bloom Energy continues to demonstrate financial resilience, maintaining 32% gross margins and positive operating cash flows. This partnership highlights the company's ability to bypass traditional grid constraints, providing immediate power infrastructure for large-scale tech deployments.