Brookfield AI factories partnership
The financing framework with Brookfield grew from $5 billion to $25 billion in June 2026.
The numbers
What it is
Brookfield Asset Management committed to fund the deployment of Bloom fuel cells across its AI data center portfolio, and Bloom was named the preferred onsite power provider for Brookfield's AI factories. The partnership is the first phase of a shared plan to build AI factories. Brookfield's AI Infrastructure Fund supplies the financing.
Why it matters to the stock. Third-party financing lets Bloom sell more systems without funding each project itself. The size of the framework and how fast it converts into orders will shape future revenue and margin.
News
Brookfield expands Bloom AI power financing framework from $5 billion to $25 billion
On June 30, 2026 Bloom and Brookfield Asset Management expanded their AI infrastructure partnership to a $25 billion financing framework, up from the $5 billion announced in October 2025, a fivefold increase.