In a move set to redefine the infrastructure powering artificial intelligence, Bloom Energy (NYSE: BE) and Brookfield have announced a $5 billion strategic partnership aimed at creating the next generation of AI factories. The collaboration blends Bloom’s scalable fuel cell power technology with Brookfield’s global infrastructure expertise to meet the surging compute and energy demands of AI systems.

Reimagining AI Infrastructure

Unlike traditional data centers, AI factories require a seamless integration of compute, power, data center architecture, and capital investment. Bloom Energy’s fuel cells provide clean, reliable, and rapidly deployable onsite power—a crucial advantage as legacy grids struggle to keep up with AI’s energy demands. Brookfield, a global leader in infrastructure investment, will contribute capital and development expertise to accelerate deployment worldwide.

At the heart of the partnership, Brookfield will invest up to $5 billion to deploy Bloom’s fuel cell solutions, with the first European AI factory site expected to be announced before year-end.

Powering AI at Scale

“AI infrastructure must be built like a factory—with purpose, speed, and scale,” said KR Sridhar, Founder, Chairman, and CEO of Bloom Energy. “Legacy grids cannot support the massive power and responsiveness that AI requires. Together with Brookfield, we’re designing a new blueprint for AI factories that aligns power, compute, and infrastructure from day one.”

Brookfield’s Global Head of AI Infrastructure, Sikander Rashid, added, “Behind-the-meter power solutions are essential to closing the grid gap for AI factories. Bloom’s advanced fuel cell technology allows us to construct modern AI facilities with a holistic approach to power needs. This partnership strengthens our position as the world’s largest AI infrastructure investor.”

Meeting the AI Power Surge

Industry projections indicate that AI-driven data center demand in the U.S. will exceed 100 gigawatts by 2035. Fuel cells—capable of generating clean and stable power independent of traditional grids—are emerging as a key enabler for this exponential growth.

Bloom Energy already powers critical digital infrastructure through deployments with American Electric Power (AEP), Equinix, and Oracle, reinforcing its role as a reliable partner for data-heavy enterprises.

A Broader Infrastructure Vision

This initiative also marks Brookfield’s first investment under its new AI Infrastructure strategy, which targets AI factories, power solutions, compute systems, and strategic capital partnerships. With over $100 billion already invested in digital infrastructure and $550 billion in total assets, Brookfield continues to expand its footprint in energy and data ecosystems.

Recent moves include investments in Compass Datacenters, Duke Energy Florida, Colonial Enterprises, and Hotwire Communications, along with a landmark 3GW hydro power agreement with Google.

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