Shares of Bloom Energy Corp BE +23.9% Get Free Report are surging Thursday morning after the company announced a collaboration with Oracle Corp ORCL -0.14% Get Free Report . Bloom will deploy its proprietary fuel cell technology to provide onsite power for select Oracle Cloud Infrastructure data centers across the U.S.

OpenAI was the company that signed a $30 billion per year deal with Oracle for data center services, disclosed last month, The Wall Street Journal reported on Monday. Now, OpenAI CEO Sam Altman has confirmed the details of the contract (but not the dollar amount) in an X post on Tuesday and in a company blog post.

OpenAI has struck a deal with Oracle to add an astounding 4.5 gigawatts of US data center capacity to power the massive workload required by its large language models. The companies haven't specified where these new centers will be built, but Bloomberg is reporting that Texas, Michigan, Wisconsin and Wyoming are all under consideration.