"Oracle announced an expanded collaboration with Bloom Energy to deploy 2.45 gigawatts of fuel cell generators alongside the datacenter complex, previously committing to 1.2 gigawatts with an option to expand to 2.8 gigawatts."
"Fuel cells are one of several energy sources hyperscalers have adopted to supplement grid power in areas where local utilities either can't or won't meet demand on their own."
"The switch to fuel cells isn't quite the sustainability win you might think. Unlike the fuel cells used in space flight, Bloom's primarily run on natural gas."
Oracle is developing a large datacenter complex in New Mexico, collaborating with Bloom Energy to deploy 2.45 gigawatts of fuel cell generators. This expansion follows OpenAI's missed revenue targets, raising concerns about its financial future. Oracle's founder, Larry Ellison, prioritizes energy supply over OpenAI's financial issues. The company is exploring various energy sources, including small modular reactors and gas turbines, while the switch to fuel cells, primarily running on natural gas, presents sustainability challenges.
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