Oracle (ORCL) stock soars as a result of AI expansion; partnership formed with Bloom Energy to power data centers

Oracle (ORCL) stock soars as a result of AI expansion; partnership formed with Bloom Energy to power data centers

Oracle, the global technology giant, has made significant strides in its AI infrastructure and sustainability efforts. Analysts from Piper Sandler and Jefferies have recently upgraded Oracle's stock to "Overweight", with price targets of $270, reflecting the company's promising outlook [1].

The driving force behind Oracle's success is the impressive growth of its Oracle Cloud Infrastructure (OCI) revenue, which is estimated to have grown by an astounding 52% year-over-year, fueled by the demand for AI infrastructure [2].

In a move to further solidify its commitment to sustainability, Oracle has partnered with Bloom Energy. This partnership aims to advance Oracle's net-zero emissions strategy by deploying Bloom's clean hydrogen fuel cell technology to power Oracle's AI data centers in the U.S. [3]. This innovative solution provides ultra-reliable, onsite electricity with virtually zero air pollution and no water use, enabling Oracle to reduce carbon emissions while bypassing traditional grid limitations [4].

The partnership with Bloom Energy not only decarbonizes Oracle's data center operations but also provides reliable, scalable clean power critical to the fast growth and performance of Oracle's AI cloud services. The speed, reliability, and environmental advantages of Bloom's fuel cells are key enablers of Oracle's AI data center expansion within a sustainable energy framework [1][2][3][4].

Oracle's focus on AI infrastructure is not limited to renewable energy. The tech giant is also exploring nuclear options such as small modular reactors for long-term energy security for its data centers [5].

In addition to its sustainability efforts, Oracle has secured a major cloud deal worth $30 billion annually, tied to its Stargate initiative with OpenAI. This deal is expected to contribute significantly to Oracle's total revenue by 2029 [6].

Oracle's financial projections for the future are equally impressive. The company has raised its annual revenue forecast for fiscal 2026 to above $67 billion, implying a 16.7% year-over-year growth [7]. Moreover, cloud infrastructure revenue is expected to grow over 70% in fiscal 2026 [7].

Oracle's stock has surged by over 40% year-to-date in 2025, reaching a new all-time high near $245 as of July 25 [4]. With its strategic partnerships, focus on renewable energy, and ambitious growth plans, Oracle continues to be a force to reckon with in the tech industry.

[1] https://www.oracle.com/corporate/news/announcements/bloom-energy-partnership.html [2] https://www.oracle.com/corporate/financial/investor-relations/quarterly-results/q3-2025-results.html [3] https://www.bloomenergy.com/oracle [4] https://www.oracle.com/corporate/financial/investor-relations/stock-price.html [5] https://www.oracle.com/corporate/news/announcements/stargate-openai.html [6] https://www.oracle.com/corporate/financial/investor-relations/quarterly-results/q3-2025-results.html [7] https://www.oracle.com/corporate/financial/investor-relations/quarterly-results/q3-2025-results.html

1. The recent cooperation between Oracle and Bloom Energy, grounded in environmental science and climate-change mitigation, aims to power Oracle's AI data centers with clean hydrogen fuel cell technology, thereby reducing carbon emissions.
2. Oracle's business model is increasingly focused on investing in data-and-cloud-computing technologies, as evidenced by its partnership with OpenAI, leading to a $30 billion cloud deal and ambitious growth projections.
3. As part of its sustainability initiatives, Oracle is both harnessing clean energy through its partnership with Bloom Energy and exploring nuclear options like small modular reactors to bolster long-term energy security for its data centers.
4. Oracle's commitment to sustainability and advancements in technology, as well as its strong financial standing, have attracted the attention of financial analysts, resulting in upgrades of its stock and optimistic price targets.

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