Business · The Register
Oracle plans to power its New Mexico mega datacenter with a 2.45GW fuel cell farm
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Close on the heels of a report that OpenAI has missed revenue targets and may not be able to pay its future bills, compute partner Oracle is keeping calm and carrying on with a massive new datacenter complex in the New Mexico desert.
Key facts
- This week, the database giant announced an expanded collaboration with Bloom Energy to deploy 2.45 gigawatts — the equivalent of two or three nuclear reactors — of fuel cell generators alongside
- It seems like founder and chairman Larry Ellison is less concerned about whether Sam Altman can afford rent at the complex, than figuring out how to power it
- President Trump's demand that datacenters shield voters from higher power bills has no doubt factored into Oracle's decision as well
- That leaves gas turbines, which are also in short supply, and fuel cells, like those developed by Bloom Energy to bridge the gap
Summary
It seems like founder and chairman Larry Ellison is less concerned about whether Sam Altman can afford rent at the complex, than figuring out how to power it. This week, the database giant announced an expanded collaboration with Bloom Energy to deploy 2.45 gigawatts — the equivalent of two or three nuclear reactors — of fuel cell generators alongside the datacenter complex. 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. President Trump's demand that datacenters shield voters from higher power bills has no doubt factored into Oracle's decision as well.