Brookfield and Bloom Energy expand partnership to $25 billion, a fivefold increase to finance and build rapid power infrastructure for AI.
Bloom Energy (NYSE: BE) and Brookfield have announced an expansion of 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 accelerate growth of the fuel cell partnership globally.
The partnership brings together Brookfield's global leadership in AI infrastructure development, capital access, and operating scale with Bloom's rapidly deployable onsite power platform. Together, they are advancing an integrated model for AI factories that combines power, compute, data center infrastructure, and capital from inception.
"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, launched in November 2025 with a target to deploy $100 billion. Brookfield's strategy focuses on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships. The firm has already invested over $100 billion in digital infrastructure and clean power assets.
Bloom Energy provides fuel cell systems that deliver ultra-reliable, clean, and highly scalable onsite electricity for Fortune 500 customers globally, including data centers, semiconductor manufacturers, utilities, hospitals, colleges, and retailers. Headquartered in Silicon Valley, the company employs more than 2,000 people worldwide and manufactures its systems in the United States.
Brookfield is a leading global investment firm managing over $1 trillion in assets, headquartered in New York. The company owns and operates real assets and essential service businesses across infrastructure, renewable power and transition, private equity, real estate, and credit. With operations in over 30 countries and a heritage spanning more than a century, Brookfield deploys long-term capital to build foundational assets and businesses supporting economic growth, resilience, and sustainability.