Brookfield has expanded its partnership with US fuel cell developer Bloom Energy to support the supply of the latter's Solid Oxide Fuel Cell (SOFC) systems to AI data center customers.

The expanded agreement will see Brookfield increase its investment in the firm from $5 billion to $25bn. The initial deal was signed in October of last year.

According to the companies, the expanded agreement reflects strong demand from the data center sector for Bloom's fuel cells. The expanded investment package is part of Brookfield’s dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100bn. Brookfield’s strategy is focused on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships.

“When we formed this partnership, we said it was the first phase of a much larger vision,” said Aman Joshi, chief commercial officer of Bloom Energy. “Today’s commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals.

Bloom is the leading company specializing in fuel cell solutions for the data center industry. The company’s SOFC fuel cells work by converting fuel into electricity via an electrochemical reaction, rather than combustion, which Bloom claims results in much higher efficiency and lower emissions.

The company has already signed several deals in the data center space. In May, it inked a deal with neocloud Nebuis to help power its data center infrastructure build-up in the US. Before this, it expanded an agreement with cloud firm Oracle to supply the firm with up to 2.8GW of capacity. The companies inked a deal last year for an initial 1.2GW of capacity, with deployments currently underway and expected to continue into next year.

Bloom has also signed deals with Equinix for deployments across 19 data centers with a capacity exceeding 100MW, as well as an agreement with US utility American Electric Power for up to 1GW of SOFCs to power AI data centers off-grid.