Investing.com -- Bloom Energy Corp. shares dropped more than 7.5% on Thursday following a Bloomberg report that Oracle Corp. is using natural gas delivered by trucks to power some of its data centers while waiting for pipeline infrastructure to be completed.

Oracle has delivered natural gas by truck to keep a data center near Salt Lake City operational for over a year while awaiting pipeline construction and integration, according to the report. The company is using the same method at a campus being built for OpenAI in Shackelford County, Texas.

The tech company is now considering the truck delivery approach in New Mexico, where a delayed gas pipeline threatens the timeline of a data center called Project Jupiter. The plan would allow Oracle to bring early stages of the facility online before the pipeline begins service.

Oracle partners with Bloom Energy to supply on-site electricity for its expanding AI data centers. Under an expanded agreement, Oracle plans to procure up to 2.8 gigawatts of Bloom's fuel cell systems, including 1.2 gigawatts already contracted.

Oracle shares are also trading over 5.2% lower following the report.

Last month, Oracle sent a force majeure notice to the New Mexico project's developer, which may protect the company from certain payments if additional delays occur.

Energy Transfer LP had to reroute the pipeline serving Oracle's data center after state regulators rejected a proposed route. The change pushed the pipeline company's targeted service date to next year from this summer.

Companies including Superior Plus Corp.'s Certarus and VoltaGrid LLC are offering compressed gas transportation services as temporary power solutions while pipelines are built.

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