Oracle Corporation's shares climbed about 4% on Tuesday, continuing a rally that saw a 13% increase the previous day, following the announcement of an expanded partnership with Bloom Energy. This collaboration aims to secure up to 2.8 gigawatts of fuel cell capacity to support Oracle's growing artificial intelligence infrastructure, which is experiencing increased energy demands due to rapid data center expansion. An initial 1.2 gigawatts has already been contracted, with deployment expected to continue into next year. This shift in strategy reflects the increasing importance of securing reliable energy supplies alongside computing capacity in the tech industry. Bloom Energy's fuel cell systems provide a cleaner and faster alternative to traditional energy projects, generating electricity through chemical reactions rather than combustion. Oracle Cloud Infrastructure executive vice president Mahesh Thiagarajan emphasized that this partnership is essential for meeting rising energy demands across the U.S. Despite the recent stock gains, Oracle shares are still down about 15% for the year. Bloom Energy's shares also surged, rising over 23%, as investors show confidence in the long-term demand for alternative energy solutions linked to AI growth.