Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure

About this update from Brookfield Asset Management Inc

Bloom Energy (NYSE: BE), a global leader in power solutions, and Brookfield today announced the expansion of their strategic partnership as Brookfield increases its framework to finance power projects for AI infrastructure – from previously announced $5 billion to $25 billion – a fivefold expansion since October 2025. The increased funding will help grow the fuel cell partnership globally. The expanded partnership reflects strong and sustained demand from hyperscalers and AI infrastructure developers for fast, reliable, and community-friendly power. It brings together Brookfield’s global leadership in AI infrastructure development, access to capital, and operating scale with Bloom’s rapidly deployable onsite power platform. Together, the companies continue to advance a new model for AI factories that integrates power, compute, data center infrastructure, and capital from the outset. “When we formed this partnership, we said it was the first phase of a much larger vision,” said Aman Joshi, Chief Commercial Officer of Bloom Energy. “Today’s commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals. Bloom is uniquely positioned to address the urgent need for clean, reliable power to support the rapid growth of AI. We are pleased with our partnership with Brookfield and look forward to deepening our collaboration on large projects.” “Scaling our commitment with Bloom Energy reflects both the strength of this partnership and the conviction behind our broader AI infrastructure strategy, including integrated compute,” said Sikander Rashid, Head of AI Infrastructure at Brookfield. “Scaling this partnership further strengthens Brookfield’s position as one of the leading global AI infrastructure investors, capable of delivering end-to-end solutions, from electrons to tokens, for some of the world’s most sophisticated customers.” The expanded partnership is part of Brookfield’s dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100 billion. Brookfield’s strategy is focused on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships. Brookfield is one of the world’s leading AI infrastructure investors, with over $100 billion already invested in digital infrastructure and clean power assets. About Bloom Energy Bloom Energ...

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