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Oracle has signed the largest fuel cell deal in history — up to 2.8 gigawatts from Bloom Energy — to power AI data centers, bypassing grid bottlenecks with on-site natural gas generation. The deal, estimated at $4–4.5 billion, sent Bloom's stock soaring past $200 but raises pointed questions about whether Big Tech is locking in fossil fuel dependency at gigawatt scale while claiming clean-energy progress.