Skip to navigationSkip to main contentSkip to right columnShuning ZhaoThu, July 2, 2026 at 4:07 PM GMT+2 4 min readBloom Energy (BE) is trying to make power part of the artificial intelligence trade.The company is getting a larger role in AI infrastructure after Brookfield expanded its financing framework for AI power projects from $5 billion to $25 billion.The fivefold increase gives Bloom a bigger opening to sell fuel-cell power systems into a market where data-center developers are racing to secure electricity for artificial intelligence and cloud computing.Bloom closed at $302.70 on Jun 30 after the announcement. Shares were up 2% to $308.71 around midday July 1, after trading between $286.51 and $320.00 during the session.Bloom gets a bigger role in AI power buildoutThe expanded partnership is designed to finance power projects for AI infrastructure and accelerate the global deployment of Bloom's fuel cells.Bloom's role is centered on onsite power. The company's fuel-cell systems provide electricity for customers that need reliable power near where it is used, including data centers, semiconductor manufacturing sites, utilities and other commercial and industrial users.Related: JPMorgan resets Bloom Energy stock price targetBrookfield brings the capital. Bloom brings the power platform.The partnership is part of Brookfield's dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100 billion. The fund focuses on large AI factories, power solutions, compute infrastructure, and strategic capital partnerships.For Bloom, the deal adds scale to an AI power narrative that has already attracted major customers. Reuters reported that Bloom has deployed its fuel-cell technology to data centers through partnerships with American Electric Power (AEP), Equinix (EQIX), and Oracle (ORCL)."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," said Sikander Rashid, head of AI Infrastructure at Brookfield.The phrase "from electrons to tokens" captures why the deal drew investor attention, showing that the AI trade is no longer only about the chips that process data or the cloud platforms that host workloads. It is also about the electricity needed to keep those systems running.Why AI data centers need more powerData-center operators are increasingly turning to nuclear power, renewables and fuel cells to meet rising electricity needs from AI and cloud computing, Reuters reported.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info