Overview

• The companies will co-design and deliver a new class of AI factories and expect to name a European project before the end of the year.
• Brookfield said behind-the-meter on-site power is essential to overcome long grid-connection waits that are constraining data center development.
• Bloom’s solid‑oxide fuel cells convert fuels such as hydrogen or natural gas to electricity through an electrochemical process with lower emissions than combustion.
• Bloom reports hundreds of megawatts already deployed for data centers and partnerships with Equinix, Oracle and American Electric Power.
• Bloom Energy shares jumped roughly 20% to more than 30% on Monday after the announcement, while specific volumes, commercial terms and revenue timing were not disclosed.