Episode notes
Bloom Energy’s $5B Brookfield deal turbocharges AI-power buildout
Summary: Bloom Energy will be the preferred onsite power supplier for Brookfield’s new “AI factories,” with up to $5B to deploy fuel cells that deliver clean, behind-the-meter power to data centers. Shares of $BE jumped more than 25% on the news. The aim is to bypass grid bottlenecks and speed AI capacity additions globally.
Winners - Onsite clean power and AI infrastructure
Reason: The deal validates fuel cells as a fast, reliable, behind-the-meter solution for power-hungry AI campuses, reducing dependence on congested grids and accelerating data center timelines.
Names: $BE (Bloom Energy), $BAM (Brookfield Asset Management)
Winners - Data center landlords and developers
Reason: Onsite generation can unlock delayed project ...
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