Brookfield and Bloom Energy announce $25 billion strategic partnership deploying fuel-cell power for hyperscale AI data centers globally.
Bloom Energy and Brookfield have expanded their strategic partnership, with Brookfield increasing its financing framework for AI infrastructure power projects from $5 billion to $25 billion—a fivefold expansion since October 2025. The increased funding will support the companies' fuel cell partnership globally as they address the accelerating power demands of AI infrastructure.
The expansion reflects strong market demand from hyperscalers and AI infrastructure developers for fast, reliable, and community-friendly power solutions. Brookfield brings AI infrastructure development experience, access to capital, and operating scale, while Bloom contributes a rapidly deployable onsite power platform. Together, the companies are advancing a model for AI factories that integrates power, compute, data center infrastructure, and capital from inception.
The partnership also reflects growing customer demand for Bloom's islanded power solutions. This expanded collaboration is part of Brookfield's dedicated AI Infrastructure Fund, launched in November 2025 with a target deployment of $100 billion. Brookfield's strategy encompasses large AI factories, power solutions, compute infrastructure, and strategic capital partnerships.
The expanded Bloom partnership strengthens Brookfield's position as a global AI infrastructure investor capable of delivering end-to-end solutions. Brookfield has already invested more than $100 billion in digital infrastructure and clean power assets and manages more than $1 trillion in assets under management across infrastructure, renewable power, private equity, real estate, and credit.
Bloom Energy, headquartered in Silicon Valley, provides onsite fuel cell systems to data centers, semiconductor manufacturers, utilities, hospitals, campuses, and industrial organizations. The company employs more than 2,000 people worldwide and manufactures its systems in the United States.
"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."
Sikander Rashid, Head of AI Infrastructure at Brookfield, added: "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. 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."