Brookfield and Bloom Energy Announce $5 Billion Strategic AI Infrastructure Partnership
Bloom Energy (NYSE: BE), a global leader in power solutions, and Brookfield announced a $5 billion strategic partnership to implement a reimagined future for AI infrastructure. This partnership marks the first phase of a joint vision to build AI factories capable of meeting the growing compute and power demands of artificial intelligence.
AI factories require infrastructure that tightly integrates compute, power, data center architecture, and capital. Bloom Energy’s fuel cells deliver reliable, scalable and clean onsite power that can be rapidly deployed without legacy grids. Brookfield brings world-class expertise in infrastructure development and financing. Together, the two companies are redefining how AI factories are built and powered.
At the center of the new partnership, 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 announced before the end of the year.
“AI infrastructure must be built like a factory—with purpose, speed, and scale,” said KR Sridhar, Founder, Chairman and CEO of Bloom Energy. “Unlike traditional factories, AI factories demand massive power, rapid deployment and real-time load responsiveness that legacy grids cannot support. The lean AI factory is achieved with power, infrastructure, and compute designed in sync from day one. That principle guides our collaboration with Brookfield to reimagine the data center of the future. Together, we are creating a new blueprint for powering AI at scale.”
“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. “Bloom’s advanced fuel cell technology gives us the unique capability to design and construct modern AI factories with a holistic and innovative approach to power needs. As the world’s largest AI infrastructure investor, this partnership adds a powerful new tool to our global growth strategy, especially in a grid-constrained market environment.”
Over the next decade, foundational models and generative AI are expected to drive ongoing demand for power. According to experts, power demand from AI data centers in the United States is expected to grow exponentially and surpass 100 gigawatts by 2035. Fuel cells have become a key solution for this issue and the partnership between Bloom Energy and Brookfield is designed to address this supply gap.
Bloom Energy has already deployed hundreds of megawatts of its fuel cell technology to data centers, powering some of the world’s most critical digital infrastructure through partnerships with American Electric Power (AEP), Equinix, and Oracle.
This partnership will form Brookfield’s first investment in its dedicated AI Infrastructure strategy focused on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships. The strategy builds on Brookfield’s track record of over $100 billion invested in digital infrastructure globally.
Brookfield has over $550 billion of critical assets and services operating across the U.S. Today’s announcement follows recent investments in leading U.S. energy, utility and digital infrastructure businesses including Compass Datacenters, Duke Energy Florida, Colonial Enterprises and Hotwire Communications, as well as a landmark agreement to supply Google with up to 3GW of hydro power in the U.S.
Brookfield Asset Management | https://www.brookfield.com/
Bloom Energy | https://www.bloomenergy.com/
