If you are wondering how all those data centers will be powered, look no further than Bloom Energy (NYSE:). It holds the key to unlocking the bottleneck limiting datacenter expansion today: power supply.

Hyperscalers unable to connect to the power grid are turning to Bloom Energy because its fuel cells are easy to deploy and require no connection to traditional infrastructure. They are inherently co-locatable, scale to size, and are easy to operate, providing steady, reliable power as needed.

The recent announcement by Oracle (NYSE:) underscores the company’s position. Oracle is the fastest-growing hyperscaler, planning to more than double its footprint in the near term and then continue growing, and it is leaning hard into Bloom…