Bloom Energy → Oracle
As of 2026-09-05, Bloom Energy is a tracked supplier of Oracle. Bloom Energy is a leader in AI & Data Center (headquartered in United States); Oracle is a major in AI & Data Center (headquartered in United States). Bloom Energy has 2 tracked customers; Oracle has 70 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Bloom Energy (leader in AI & Data Center) is a tracked supplier of Oracle (major in AI & Data Center). Manufactures solid oxide fuel cells deployed as on-site power sources for AI data centers, with supply agreements including Oracle and Equinix. Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs. The edge is one of 70 tracked suppliers of Oracle and one of 2 tracked customers of Bloom Energy.
Source: derived from both company records and the counted edges.
Concentration / risk note
Bloom Energy is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier. Bloom Energy has only 2 tracked customers in this dataset. Demand-side concentration is high.
Basis: supplier position, few customers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Bloom Energy (supplier)
Manufactures solid oxide fuel cells deployed as on-site power sources for AI data centers, with supply agreements including Oracle and Equinix.
Oracle (customer)
Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs.
Other tracked suppliers of Oracle
Other tracked customers of Bloom Energy
Cite as: wafergraph, “Bloom Energy → Oracle — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/bloom_energy/oracle/ (data as of 2026-09-05).
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