Bloom Energy Soars After Oracle Partnership Ignites AI Hopes and Short Squeeze Speculation
From Powering Servers to Powering Hype: Can Bloom Ride the AI Wave?
Shares of Bloom Energy (NYSE: BE), a leading clean energy company in the alternative energy sector, are making waves after reports surfaced of a strategic collaboration with Oracle (NYSE: ORCL) to supply clean, resilient energy solutions for Oracle’s growing network of AI-optimized data centers. The news has triggered an intense reaction across retail investor communities, sparking debates about the stock’s future trajectory, potential short squeezes, and long-term positioning in the AI infrastructure race.
Bloom Energy is no stranger to bold moves in the clean energy space, but this new partnership could be its most impactful yet. Oracle, a heavyweight in cloud computing and AI services, reportedly selected Bloom’s solid oxide fuel cells to ensure its new AI-dedicated data centers remain operational with minimal carbon footprint and maximum uptime. This move aligns with a growing demand for sustainable AI infrastructure, which has become a major talking point in 2025 due to the enormous power consumption of next-gen models and the push for ESG-compliant solutions.
Retail investors are quick to highlight the strategic importance of the deal. Bloom’s core technology—modular energy servers capable of running on natural gas or hydrogen—offers Oracle an energy-resilient path forward in an industry plagued by grid instability and environmental concerns. It’s not just the green angle that’s turning heads—this is about speed and scale. AI data centers need energy that can scale quickly and reliably, and Bloom is positioning itself as the go-to partner.
While optimism is high, so is the short interest. BE stock currently has a short interest of over 17%, according to the latest market data, and many in the community believe the Oracle news could trigger a short squeeze. Some are even calling this the “AI energy squeeze play of the summer.” That phrase alone has helped the ticker trend across social media platforms like X (formerly Twitter), StockTwits, and Reddit.
Yet not everyone is fully convinced. Long-time investors have taken this moment to voice ongoing frustration with Bloom’s perceived weak marketing and lackluster investor relations. Despite technological milestones and high-profile partnerships, critics argue that Bloom often fails to capitalize on its momentum with compelling public messaging. Many believe that if the company had stronger PR efforts in place, this Oracle partnership would have sent the stock soaring even higher.
Still, momentum is building. Technical traders point out that BE stock broke above its 50-day moving average for the first time in weeks, while volume surged to over triple its daily average. Discussions about potential price targets are as wild as ever, ranging from $20 to $30 in the short term—an ambitious leap from today’s $13 range. What remains to be seen is whether the buzz can be sustained and whether institutional players begin to rotate in now that Bloom is playing in the AI sandbox.
Bloom Energy is at a potential inflection point. The Oracle partnership has not only validated its tech in a high-stakes environment but also reignited hope among bulls who see this as a turning point. As the AI boom reshapes market narratives, energy companies like BE that align with sustainability and scalability might just become the most unexpected winners.
