Bloom Energy (BE) Stock: Company Lands $5 Billion Brookfield Partnership

TLDR

Table of Contents

Bloom Energy and Brookfield Asset Management announced a $5 billion partnership to develop power infrastructure for AI data centers using Bloom’s fuel cell technology
The deal marks Brookfield’s first investment through its dedicated AI Infrastructure strategy focused on AI factories and power solutions
Power demand from AI data centers in the United States is projected to exceed 100 gigawatts by 2035
The companies are working on global projects including a European site expected to be announced before the end of 2025
Bloom Energy stock surged over 33% in the past six months and experienced volatility following the partnership announcement

Bloom Energy got a major vote of confidence Monday when Brookfield Asset Management committed up to $5 billion to deploy the company’s fuel cell technology. The partnership targets the growing power needs of AI data centers.

Bloom Energy and & Brookfield tie up in a deal.
"Brookfield will invest up to $5 billion to deploy Bloom’s advanced fuel cell technology. The two companies are actively collaborating on the design and delivery of AI factories globally, including a site in Europe that will be… pic.twitter.com/gCcSCm5rUx
— Shanu Mathew (@ShanuMathew93) October 13, 2025

The deal comes at a time when Bloom Energy’s stock has already been on a tear. Shares climbed more than 33% over the past six months.

Brookfield will invest the $5 billion to install Bloom’s fuel cell systems at AI computing facilities around the world. The companies are already working on projects globally.

One of those projects is in Europe. The partners expect to announce details about the European site before the end of 2025.

The partnership represents a first for Brookfield. It’s the initial investment through the firm’s new AI Infrastructure strategy.

That strategy focuses on three areas: AI factories, power solutions, and computing infrastructure. Brookfield clearly sees power as a bottleneck for AI growth.

“Behind-the-meter power solutions are essential to closing the grid gap for AI factories,” said Sikander Rashid, Global Head of AI Infrastructure at Brookfield. The quote appeared in the press release announcing the deal.

The AI Power Crunch

Traditional electrical grids are struggling to keep up with AI’s appetite for electricity. Data centers powering AI models need massive amounts of reliable power.

The numbers tell the story. AI data center power demand in the United States could surpass 100 gigawatts by 2035, according to projections cited by the companies.

That’s where Bloom’s fuel cells come in. The technology provides power directly at the site, bypassing grid constraints.

Bloom has been building its data center business for years. The company has already deployed hundreds of megawatts of fuel cell capacity to data centers.

Previous partners include American Electric Power, Equinix, and Oracle. But the Brookfield deal dwarfs earlier deployments in scale.

Market Reaction

Investors responded quickly to the news. Bloom Energy’s stock jumped on Monday following the announcement.

The company’s market capitalization stands at roughly $20.33 billion. InvestingPro data shows Bloom Energy maintains a “FAIR” overall financial health score.

The partnership could help Bloom address its current valuation. InvestingPro values the company at nearly $99 billion, suggesting room for the stock to grow into its potential.

Trading volume also spiked. Average daily volume runs around 12.5 million shares, but activity picked up with the news.

The stock’s year-to-date performance has been impressive. Shares are up more than 271% in 2025.

Brookfield’s investment sends a clear message about confidence in Bloom’s technology. The $5 billion commitment represents real money backing the company’s approach to AI power infrastructure.

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