On October 13, 2025, Brookfield Asset Management and U.S. fuel cell developer Bloom Energy unveiled a $5 billion strategic partnership aimed at powering the rapid expansion of AI‑driven data centers, often referred to as “AI factories.” Under the agreement, Brookfield will invest up to $5 billion to deploy Bloom’s Solid Oxide Fuel Cell (SOFC) technology across global sites, providing reliable, on‑site electricity generation.
The collaboration represents the first major investment under Brookfield’s newly launched AI Infrastructure strategy, with Bloom Energy designated as the preferred on‑site power provider for Brookfield’s global AI facilities.
Why It Matters
- AI’s Energy Demands: Unlike traditional data centers, AI factories require massive, flexible, and rapidly deployable power. Bloom’s SOFC systems can run on natural gas, hydrogen, or biogas, offering lower emissions than combustion‑based generation.
- Global Rollout: The companies are already working on multiple projects, with the first European site expected to be announced before the end of 2025.
- Scale of Deployment: Analysts estimate Bloom could supply 200 MW of capacity annually under the partnership, with visibility of more than 850 MW per year over the next five years.
Strategic Vision
Bloom Energy’s founder and CEO, KR Sridhar, described the initiative as a blueprint for the “AI factory of the future,” integrating power, infrastructure, and compute from day one. Brookfield, meanwhile, brings its global expertise in infrastructure financing and development, positioning the partnership at the forefront of the digital‑energy convergence.
Outlook
The deal underscores the growing urgency to secure sustainable power sources for AI infrastructure, as demand for compute capacity accelerates worldwide. By combining Brookfield’s capital strength with Bloom’s clean‑energy technology, the partnership aims to redefine how large‑scale data centers are designed, powered, and deployed.
In essence, the Brookfield–Bloom Energy alliance is more than a $5 billion investment—it is a strategic bet on the future of AI, clean energy, and the infrastructure required to sustain both.
Sources: Brookfield Asset Management; Bloom Energy press release; DataCenterDynamics; Bisnow; Energy Connects DatacenterDynamics Bisnow Bloom Energy Energy Connects
