Jun. 10 at 8:16 PM
$BE Bloom is both mentioned directly and indirectly in the Q4 press release of
$ORCL . "The large increases in Oracle's RPO and revenue are driven by the growing demand for cloud infrastructure for AI training and inferencing. Oracle is building datacenters that are intended to use clean energy from natural gas fuel cells to generate electricity with minimal emissions. " "Guidance for Full FY 2027
For fiscal year 2027, we confirm our prior revenue guidance of
$90 billion total revenue and raise our non-GAAP EPS guidance to
$8.05, which is growth of 18%1 after adjusting for the one-time events of selling our Ampere chip business and Bloom Energy warrants in fiscal year 2026." https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Record-Q4-and-FY-2026-Results-Driven-by-Cloud-Infrastructure--Cloud-Applications/default.aspx
