Bloom Energy's Stock Soars on $5 Billion AI Data Center Deal with Brookfield

AI fever fuels Bloom Energy's 25% surge after Brookfield strikes game-changing data center deal

Shares of Bloom Energy soared early Monday after it made a deal with Brookfield Asset Management to install fuel cells in artificial intelligence data centers. Brookfield will spend up to $5 billion to use Bloom Energy's technology. This is Brookfield's first investment in its strategy to support large AI data centers with both power and computing infrastructure. Bloom Energy's fuel cells are "fuel-flexible" and can run on natural gas, biogas, or hydrogen, according to the company. Brookfield and Bloom will collaborate to design and build "AI factories" around the world, including a site in Europe that will be unveiled before the end of the year, as stated by CNBC report. Bloom energy stock surge Bloom Energy shares jumped almost 30% in early trading after the announcement. Bloom's fuel cells provide onsite power and can be installed quickly because they don't rely on a connection to the electric grid. The company has already installed hundreds of megawatts of fuel cells through deals with utilities like American Electric Power and data center developers such as Equinix and Oracle, according to Bloom Energy, as mentioned in the report by CNBC. AI data centers need off-grid power The AI industry's data center plans are growing fast. For example, Nvidia and OpenAI recently announced a partnership to build 10 gigawatts of data centers, which equals the power used by New York City during peak summer. AI companies face a problem: the U.S. electric grid is old and often slow to provide extra power. Building new data centers could also raise electricity prices for homes. Deploying "behind-the-meter" power solutions (off the grid) is essential to closing the grid gap for AI factories, said Sikander Rashid, Brookfield's global head of AI infrastructure. KR Sridhar, Bloom Energy CEO, said, "AI infrastructure must be built like a factory -- with purpose, speed, and scale." Nvidia CEO Jensen Huang told CNBC last week, "Data center self-generated power could move a lot faster than putting it on the grid and we have to do that." Huang added that the AI industry will need off-grid power to quickly meet demand and protect consumers from rising electricity prices. FAQsQ1. Why did Bloom Energy shares jump 30% recently? Because Bloom Energy made a $5 billion deal with Brookfield to supply fuel cells for AI data centers. Q2. What is Brookfield and Bloom's plan for AI data centers? They will build "AI factories" using Bloom's fuel cells to provide fast, off-grid power for AI data centers worldwide.

Why Is Bloom Energy Stock Skyrocketing Monday? - Bloom Energy (NYSE:BE)

Bloom Energy Corporation (NYSE:BE) shares are surging premarket on Monday after the company announced a $5 billion partnership with Brookfield Asset Management Inc. (NYSE:BAM) to implement a reimagined future for AI infrastructure. Brookfield will invest the amount to deploy Bloom's technology, with global AI factory projects underway, including a European site to be announced by year-end. Bloom Energy's fuel cells provide clean, scalable onsite power, while Brookfield brings infrastructure and financing expertise. Together, they aim to transform AI factory design and power. Also Read: Why Bloom Energy's 650% Rally Might Be More Hype Than Reality The collaboration marks the first phase of a joint plan to develop AI factories designed to meet the increasing compute and power requirements of artificial intelligence. With this, the company will become the preferred onsite power provider for Brookfield's global AI factories. The partnership represents Brookfield's first investment under its AI Infrastructure strategy, targeting AI factories, power solutions, compute infrastructure, and strategic capital partnerships, building on its global digital infrastructure experience of over $100 billion. Notably, Bloom Energy has deployed hundreds of megawatts of its fuel cell technology to data centers through partnerships with American Electric Power (NASDAQ:AEP), Equinix (NASDAQ:EQIX), and Oracle (NYSE:ORCL). KR Sridhar, Founder, Chairman, and CEO of Bloom Energy, said, "Unlike traditional factories, AI factories demand massive power, rapid deployment and real-time load responsiveness that legacy grids cannot support. The lean AI factory is achieved with power, infrastructure, and compute designed in sync from day one." Bloom Energy will release its third-quarter 2025 financial results on October 28, 2025. Investors can gain exposure to Bloom Energy via Global X Hydrogen ETF (NASDAQ:HYDR) and ProShares S&P Kensho Cleantech ETF (NYSE:CTEX). Price Action: BE shares were trading higher by 31.79% to $114.00 premarket at last check Monday. Read Next: Plug Power's Sizzling Stock Rally Lights Up These 2 Clean-Energy ETFs Photo by Michael Vi via Shutterstock BEBloom Energy Corp$107.4823.7%OverviewAEPAmerican Electric Power Co Inc$117.070.03%BAMBrookfield Asset Management Ltd$56.652.89%CTEXProShares S&P Kensho Cleantech ETF$32.42-%EQIXEquinix Inc$795.00-0.70%HYDRGlobal X Hydrogen ETF$42.308.71%ORCLOracle Corp$298.131.76%Market News and Data brought to you by Benzinga APIs

Bloom Energy stock hits all-time high at 105.72 USD By Investing.com

Bloom Energy Corp has reached a significant milestone, with its stock hitting an all-time high of 105.72 USD. This achievement underscores a remarkable period of growth for the company, with InvestingPro data showing a 708.85% return over the past year and an exceptional 392.46% gain in the last six months. The company maintains a healthy financial position with a current ratio of 4.99, indicating strong liquidity. The substantial increase in Bloom Energy's stock price reflects strong investor confidence and the company's robust performance in the energy sector. With revenue growth of 22.72% and an overall Financial Health score rated as GOOD by InvestingPro, which offers 16 additional valuable insights about the company, Bloom Energy continues to demonstrate its market strength. As the company expands its presence, investors seeking detailed analysis can access comprehensive Pro Research Reports, available exclusively through InvestingPro's extensive coverage of over 1,400 US stocks. In other recent news, Bloom Energy has announced a significant $5 billion partnership with Brookfield to develop AI infrastructure using its fuel cell technology. This agreement positions Bloom as the preferred onsite power provider for Brookfield's global AI factories, with a European site announcement expected soon. Additionally, Evercore ISI has initiated coverage of Bloom Energy with an Outperform rating, citing the company's ability to meet current power demands through its versatile fuel-agnostic servers and strong momentum with utilities and AI companies. UBS has reiterated its Buy rating on Bloom Energy, highlighting plans for a Wyoming data center that will utilize the company's solid oxide fuel cells. The facility, filed for approval by BFC Power, is expected to have a capacity of up to 900 MW. RBC Capital has also maintained its Outperform rating, emphasizing the same Wyoming project, which will support a 1.8 GW datacenter developed by Crusoe in partnership with Tallgrass. These developments underscore Bloom Energy's expanding role in AI and power infrastructure projects. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Bloom Energy surges after strategic partnership with Brookfield in energy for AI

Bloom Energy's stock soared nearly 30% on Monday following the announcement of a major agreement with Brookfield, which plans to invest up to $5bn to deploy the American group's fuel cell technology. This partnership marks Brookfield's first significant foray into energy infrastructure dedicated to artificial intelligence. The two companies will build "AI factories" around the world, with the first site planned for Europe by the end of the year. Bloom Energy's fuel cells provide local, off-grid power, a crucial advantage as the energy needs of data centers explode. Bloom is already working with operators such as American Electric Power, Equinix, and Oracle to provide several hundred megawatts of capacity. This announcement comes at a time when the rapid growth of AI is putting pressure on the aging and saturated US power grid, raising fears of price increases for consumers. Behind-the-meter energy solutions are now emerging as a strategic response to the capacity shortfall. For Bloom CEO KR Sridhar, AI infrastructure must be built "like a factory, fast and at scale." Brookfield and Nvidia share this vision: their priority is to accelerate the commissioning of autonomous data centers, capable of operating without relying on the traditional grid, in order to support the global rise of artificial intelligence.