Bloom Energy and Brookfield announced the expansion of their strategic partnership as Brookfield increases its framework to finance power projects for AI infrastructure. The framework has increased from the previously announced $5 billion to $25 billion, representing a fivefold expansion since October 2025.
The expanded partnership is intended to support the growing power needs of AI infrastructure. The increased funding will help grow the companies’ fuel cell partnership globally.
Bloom and Brookfield said the expansion reflects strong demand from hyperscalers and AI infrastructure developers for fast, reliable, and community-friendly power. The partnership combines Brookfield’s AI infrastructure development experience, access to capital, and operating scale with Bloom’s rapidly deployable onsite power platform.
The companies said they are advancing a model for AI factories that integrates power, compute, data center infrastructure, and capital from the start. The expanded collaboration also reflects growing customer demand for Bloom’s islanded power solutions.
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 focuses on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships.
Brookfield said the expanded Bloom partnership strengthens its position as a global AI infrastructure investor capable of delivering end-to-end solutions. The firm has already invested more than $100 billion in digital infrastructure and clean power assets.
Bloom Energy provides onsite power solutions for customers including data centers, semiconductor manufacturers, utilities, hospitals, college campuses, retailers, and other commercial and industrial organizations. The company’s fuel cell systems are designed to provide reliable, clean, and scalable electricity.
Bloom Energy is headquartered in Silicon Valley and employs more than 2,000 people worldwide. The company manufactures its systems in the United States.
Brookfield is a global investment firm with more than $1 trillion in assets under management. The firm invests across infrastructure, renewable power and transition, private equity, real estate, and credit.
KEY QUOTES:
“When we formed this partnership, we said it was the first phase of a much larger vision. 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.”
Aman Joshi, Chief Commercial Officer of Bloom Energy
“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.”
Sikander Rashid, Head of AI Infrastructure at Brookfield
