By Simply Wall St
Publication Date: 2026-06-02 22:08:00
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Oracle (NYSE:ORCL) is partnering with Bloom Energy to power its data centers with gigawatt-scale clean fuel cell power, aiming to reduce on-site emissions and increase energy resiliency.
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The company is also introducing Arm-based CPUs in its AI data centers, going beyond traditional server chips for certain next-generation workloads.
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Both moves mark a shift in the way Oracle plans and operates its AI and cloud services infrastructure.
These infrastructure changes come at a time when NYSE:ORCL is trading at $244.58, with the stock up 26.7% in the last week and 42.3% in the last month. Shares are also up 25.0% year-to-date and 46.1% over the past year, with longer-term gains of 136.6% over three years and 209.3% over five years. For investors tracking the major cloud providers, this puts Oracle in a…