Bloom Energy (BE) Shares Soar 34.54% on Landmark $5B Brookfield AI Partnership

Bloom Energy (BE) shares surged to a new peak, hitting their highest level since October 2025, with an intraday gain of 10.25% and a four-day rally of 34.54%. The recent momentum follows a landmark $5 billion partnership with Brookfield Asset Management, positioning Bloom as the preferred on-site power provider for Brookfield’s global AI infrastructure projects. This collaboration underscores the growing demand for scalable, grid-independent energy solutions to support AI data centers, which require rapid deployment and real-time power responsiveness.

The Brookfield deal marks the first major initiative under the asset manager’s AI Infrastructure strategy, leveraging Bloom’s solid-oxide fuel cell technology to address the surging power needs of AI computing. With AI data centers projected to require over 100 gigawatts in the U.S. alone by 2035, Bloom’s systems—capable of generating electricity at 8–10 cents per kilowatt hour using natural gas—offer a critical advantage. The partnership aims to build “AI factories” that integrate power, infrastructure, and compute systems, optimizing energy and computational resources for high-performance applications.

Geographic expansion is a key component of the collaboration, with a European AI factory site expected to be announced before year-end. This move highlights the global scalability of Bloom’s technology and Brookfield’s strategic focus on international markets. The European project reinforces Bloom’s role in the AI ecosystem, enhancing its long-term growth potential. CEO KR Sridhar emphasized that traditional grids cannot meet the real-time load demands of AI, making Bloom’s on-site solutions indispensable for next-generation data centers.

Investor confidence in Bloom has been bolstered by institutional backing from Brookfield, a firm with over $550 billion in assets. The partnership validates the efficiency and reliability of Bloom’s technology in high-consumption industries, differentiating it from conventional energy providers. While valuation concerns persist—Forbes noted a “Very High” assessment—strategic alliances with Brookfield and Oracle signal strong market alignment with AI and clean energy trends. The stock’s recent performance reflects optimism about Bloom’s ability to capitalize on the AI-driven energy transition.