Bloom Energy's $2.65B AEP Deal and Potential $5B Brookfield Partnership: Implications for Valuation and Growth

Bloom Energy has signed a $2.65 billion, 20-year deal with American Electric Power and is exploring a $5 billion partnership with Brookfield Asset Management to provide power solutions for AI data centers. These moves position Bloom Energy as a key provider of resilient, lower carbon power for data centers. Investors should consider execution on these agreements, the pace of deployments into AI data centers, and how these large commitments translate into future cash flows and capital needs.