甲骨文豪掷2.8GW燃料电池订单破解AI供电瓶颈，Bloom Energy夜盘飙涨超15%

智通财经04-14

智通财经APP获悉，当地时间4月13日(周一)甲骨文(ORCL.US)宣布与Bloom Energy(BE.US)达成战略协议，计划采购总计高达2.8吉瓦(GW)的燃料电池系统，以应对其AI数据中心日益严峻的用电需求。这一动作不仅解决了传统电网审批缓慢、扩建周期长等痛点，更通过直接在数据中心现场发电的“即插即用”模式，大幅缩短了算力交付周期。目前，双方已签署首批1.2吉瓦的装机合同，甲骨文甚至通过...

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bottleneck","themeId":"a85baf8aae0e143a1e07bdab4768063e","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5a0d184e37e60fbbbaed93c70af10fc3","symbols_score_info":{"ORCL":2,"BE":2},"content_text":"智通财经APP获悉，当地时间4月13日(周一)甲骨文(ORCL.US)宣布与Bloom Energy(BE.US)达成战略协议，计划采购总计高达2.8吉瓦(GW)的燃料电池系统，以应对其AI数据中心日益严峻的用电需求。这一动作不仅解决了传统电网审批缓慢、扩建周期长等痛点，更通过直接在数据中心现场发电的“即插即用”模式，大幅缩短了算力交付周期。目前，双方已签署首批1.2吉瓦的装机合同，甲骨文甚至通过认股权证方式与Bloom Energy实现了资本层面的深度绑定，旨在确保其为OpenAI及xAI等核心客户建设的大规模AI集群能够获得持续、稳定的能源供应。受此消息影响，Bloom Energy股价在夜盘交易中上涨超15%，此前该股周一收盘价为176.67美元。由于数据中心需求激增引发能源供应紧张，这家能源公司股价今年已上涨超一倍。甲骨文夜盘涨超2%，此前该股周一收盘价为155.62美元，收涨12.69%，成为标普500当日涨幅最大个股之一。不过从年内表现看，该股仍累计下跌约21%，较历史高点回撤超过50%，市场对其AI变现能力的持续性仍保持关注。在这份高达 2.8 GW 的协议中，甲骨文展示了其对传统电网供电效率的极度不信任。由于 AI 算力的爆发式需求，美国传统公用事业电网面临着严重的容量短缺和审批滞后，一个大型数据中心排队等待并网的时间往往长达 5 到 7 年。甲骨文首席执行官萨夫拉·卡茨(Safra Catz)在近期的财报会议中多次强调，电力而非芯片，已成为限制 Oracle Cloud Infrastructure (OCI) 扩张的头号瓶颈。为了绕过这一障碍，甲骨文选择了 Bloom Energy 的固体氧化物燃料电池(SOFC)技术，这种技术可以直接在数据中心现场通过天然气或氢气发电。这种“脱离电网”的分布式能源策略，使得甲骨文能够在短短 55 天内让一座原本需要数年建设的数据中心投入运营。为了深度绑定这一稀缺资源，甲骨文不仅签署了 1.2 GW 的首批订单，还通过认股权证(Warrants)锁定了 Bloom Energy 约 350 万股的购买权，这意味着甲骨文正从单纯的客户转变为能源供应链的潜在掌控者。当前，甲骨文已启动大规模建设项目，为OpenAI、埃隆·马斯克旗下xAI等客户建造人工智能数据中心，并预计在截至5月的财年中资本项目支出将达500亿美元。向人工智能公司提供云服务的业务推动，使甲骨文基础设施业务在截至2月的季度实现营收49亿美元。与此同时，在 Customer Edge Summit 大会上，甲骨文将这些昂贵的算力和电力转化为具体的 AI 产品，如 Utilities Opower。这款应用利用生成式 AI 分析海量用电数据，帮助公用事业公司精准预测负荷并引导用户在非高峰期用电，从而直接降低电网压力。这种闭环逻辑非常清晰：甲骨文利用 Bloom Energy 的能源生产算力，再利用算力产生 AI 应用来优化社会的能源消耗。这种“以高效能源产生算力，再以算力优化社会能源分配”的商业闭环，正是甲骨文股价周一能够领跑大盘的核心驱动力。在电力保障稳步推进的同时，算力租赁市场的需求也呈现出爆发式增长。作为英伟达(NVDA.US)的核心合作伙伴，CoreWeave(CRWV.US)于4月9日(上周四)宣布将与Meta(META.US)签署的AI云算力协议规模扩大至210亿美元，并将合作期限延长至2032年，同时还锁定了Anthropic等前沿AI实验室的多年合作。这一系列长效订单的签订，标志着CoreWeave已从单纯的“算力补充供应商”正式蜕变为AI基础设施领域的核心参与者。通过将合同期限从一年显著提升至三年并上调服务价格，CoreWeave成功锁定了长期确定性收入。资本市场对此反响强烈，包括美国银行、Roth Capital及D.A. Davidson在内的多家权威投行纷纷上调其目标价，最高看至175美元，公认其已成为大模型推理阶段不可或缺的云服务标杆。分析人士指出，随着AI应用重心从训练转向推理，市场对算力基础设施的稳定性与交付速度提出了更高要求，而甲骨文与CoreWeave这种通过长期合同与创新用电方案抢占高地的做法，正在重新定义新一代AI云服务商的竞争准入门槛。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":1,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2627464117","isCrawlerRequest":true}