Brookfield, Bloom Energy Expand Partnership to $25B for AI Power Infrastructure

Brookfield has expanded its financing framework with Bloom Energy to $25 billion from $5 billion, a fivefold increase since the partnership was announced in October 2025, to fund fuel cell power projects for AI infrastructure globally.

The expanded commitment draws from Brookfield’s dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100 billion across AI factories, power solutions, compute infrastructure, and strategic capital partnerships.

“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,” said Aman Joshi, chief commercial officer, Bloom Energy.

The expansion reflects Brookfield’s conviction that power infrastructure, particularly distributed fuel cell generation capable of serving large AI data centers and compute clusters, will be a defining infrastructure investment theme of the decade. Bloom Energy’s solid oxide fuel cells operate independently of the grid, making them attractive for hyperscale customers that cannot afford power interruptions.

“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,” added Sikander Rashid, head of AI infrastructure, Brookfield.