Bloom Energy and Brookfield have announced a $5 billion partnership to deploy clean, onsite power for next-generation AI data centers. The initiative marks the first investment under Brookfield’s new AI Infrastructure strategy and designates Bloom as the preferred onsite power provider for Brookfield’s AI factory projects worldwide. The partnership’s first phase includes an upcoming site in Europe, with construction details expected before year-end.
The collaboration combines Bloom Energy’s high-efficiency solid oxide fuel cells with Brookfield’s global infrastructure expertise and financing capabilities. Together, the companies plan to deliver grid-independent, scalable AI factories where compute, power, and capital are co-designed for efficiency and speed. The systems are engineered to support gigawatt-scale demand, addressing the limits of traditional grids as AI workloads accelerate.
Over the next decade, AI data center power consumption in the U.S. is forecast to exceed 100 GW by 2035, driving interest in decentralized energy solutions. Bloom Energy has already deployed hundreds of megawatts of fuel cell systems to digital infrastructure operators such as Equinix, Oracle, and AEP. Brookfield’s AI Infrastructure strategy expands on its $100 billion portfolio in digital infrastructure and aligns with its recent investments in Compass Datacenters, Duke Energy Florida, Colonial Enterprises, and a 3 GW hydro supply agreement with Google.
“AI infrastructure must be built like a factory—with purpose, speed, and scale,” said KR Sridhar, Founder, Chairman and CEO of Bloom Energy. “The lean AI factory is achieved with power, infrastructure, and compute designed in sync from day one. That principle guides our collaboration with Brookfield to reimagine the data center of the future.”
🌐 Analysis: Bloom Energy’s collaboration with Brookfield signals growing momentum behind onsite power solutions as hyperscalers and investors race to close the “AI power gap.” Brookfield’s move formalizes its intent to build vertically integrated AI campuses combining power and compute, joining peers such as Blackstone and DigitalBridge in targeting AI infrastructure. For Bloom, this deal deepens its foothold in data centers and positions its fuel cells as a viable bridge technology amid global grid constraints.
