Overview
- The partnership will use Bloom’s solid‑oxide fuel cells to provide on-site, behind-the-meter power for high-demand AI computing facilities.
- Brookfield says this is the first investment under its dedicated AI infrastructure strategy focused on large data centers and power solutions.
- Both companies frame behind-the-meter generation as essential to closing the grid gap created by lengthy utility interconnection timelines.
- A jointly designed project in Europe is slated to be revealed before the end of 2025, with broader rollout details yet to be disclosed.
- Bloom Energy shares jumped roughly 20% to 33% on the news, while analysts highlight limited disclosed terms and valuation risk.