Brookfield Asset Management has agreed to expand its financing framework with fuel cell manufacturer Bloom Energy from US$5bn to US$25bn.
The pair's original agreement was struck in October 2025, but this fivefold increase shows just how quickly capital is being funnelled into solving one of the AI sector's most pressing issues: power.
Bloom's solid oxide fuel cells offer a workaround.
Rather than drawing power from the grid, they generate electricity onsite through an electrochemical reaction between hydrogen and oxygen, without combustion.
This makes them faster to deploy than new transmission infrastructure and, according to the companies, cleaner than diesel generators or gas turbines typically used as stopgap power.
