Bloom Energy’s stock soared after the company unveiled a $5 billion deal with Brookfield Asset Management to supply fuel cells for artificial-intelligence data centers. The agreement will deploy Bloom’s solid oxide fuel-cell systems across Brookfield’s expanding portfolio of global data centers facilities that require massive, consistent power as AI computing scales. The partnership positions Bloom at the heart of a multitrillion-dollar transformation where clean-energy technology meets digital infrastructure. Investors see it as a validation of Bloom’s ability to deliver dependable, low-carbon power at a time when electricity demand from AI and cloud computing continues to surge.

For Brookfield, the move reflects a growing emphasis on decarbonized energy solutions within one of the fastest-growing infrastructure categories. Data-center power demand is projected to double within five years, and the need for sustainable, cost-efficient alternatives has never been more pressing. By integrating Bloom’s fuel-cell technology, Brookfield aims to ensure reliability without overburdening national grids or increasing carbon footprints. The collaboration could serve as a model for how institutional investors and energy innovators can align to meet the world’s AI-driven power challenge responsibly.