Brookfield and Bloom Energy have announced a massive fivefold expansion of their strategic partnership. Brookfield is increasing its financing framework for power projects tied to artificial intelligence infrastructure from $5 billion to $25 billion. This major funding increase marks a significant scale-up since the collaboration was initially formed in October 2025 and aims to expand the fuel cell partnership on a global scale.

The growth of the agreement is driven by sustained demand from hyperscalers and AI infrastructure developers who require fast, reliable and community-friendly power. The arrangement combines the global scale, capital access and AI development capabilities of Brookfield with the rapidly deployable onsite power platform created by Bloom Energy. The two firms are continuing to advance an innovative model for AI factories that blends power, compute, data centre infrastructure and capital from the very beginning.

“When we formed this partnership, we said it was the first phase of a much larger vision,” said Aman Joshi, Chief Commercial Officer of Bloom Energy. “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.”

The expanded commitment draws from Brookfield’s dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100 billion. The investment strategy focuses directly on large AI factories, power solutions, compute infrastructure and strategic capital partnerships. Currently, Brookfield stands as one of the premier global investors in the sector, holding more than $100 billion already invested across digital infrastructure and clean power assets.

“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,” said Sikander Rashid, Head of AI Infrastructure at Brookfield. “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.”