Brookfield and Bloom Energy expand power partnership to $25B

Bloom Energy (NYSE: BE) and Brookfield announced an expansion of their strategic partnership, with Brookfield increasing its framework to finance fuel cell power projects from $5 billion to $25 billion, a fivefold increase since October 2025.

According to a press release, the expanded funding is intended to grow the fuel cell partnership globally, targeting power supply for AI data center infrastructure. The arrangement brings together Brookfield's capital access with Bloom Energy's onsite fuel cell power platform.

Aman Joshi, Chief Commercial Officer of Bloom Energy, said: "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."

Sikander Rashid, Head of AI Infrastructure at Brookfield, said the expanded commitment reflects "the strength of this partnership and the conviction behind our broader AI infrastructure strategy, including integrated compute."

The expanded partnership falls under Brookfield's dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100 billion. Brookfield states it has over $100 billion already invested in digital infrastructure and clean power assets.

Bloom Energy, headquartered in San Jose, California, manufactures fuel cell systems and employs more than 2,000 people. Brookfield is a global investment firm with more than $1 trillion in assets under management, headquartered in New York.

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