Bloom Energy NYSE:BE rose 7.54% in premarket after the fuel cell company and Brookfield NYSE:BN announced a fivefold expansion of their AI infrastructure power partnership, raising Brookfield's financing framework from $5 billion to $25 billion to accelerate global deployment of Bloom's fuel cells for AI data centers. The original $5 billion partnership was announced in October 2025. Brookfield shares were down 0.89% in premarket.
RBC Capital Markets said it believes "the $25 billion is larger than expectations," adding that the fivefold expansion reflects growing adoption of Bloom's fuel cells to meet AI data center power demand. Bloom has already deployed its technology through partnerships with American Electric Power NASDAQ:AEP, Equinix NASDAQ:EQIX, and Oracle NYSE:ORCL. Brookfield's CCO Aman Joshi said the expanded commitment reflects strong market momentum and growing demand from hyperscalers for fast, clean, and community-friendly power.
The expanded partnership is part of Brookfield's dedicated AI Infrastructure Fund, which launched in November 2025 targeting $100 billion in deployments. Brookfield said it has already invested more than $100 billion in digital infrastructure and clean power assets globally and is focused on delivering end-to-end AI factory solutions spanning power, compute, and data center infrastructure.