In late June 2026, Brookfield expanded its financing framework for Bloom Energy‑powered AI infrastructure projects from US$5.00 billion to US$25.00 billion as part of its AI Infrastructure Fund, aiming to scale Bloom’s onsite fuel cell power solutions globally for data centers. This fivefold increase in available project capital highlights how AI developers and hyperscalers are turning to Bloom’s modular, grid‑independent fuel cell systems. Separately, Oracle intends to procure up to 2.8 GW of Bloom systems for AI and cloud infrastructure, including Project Jupiter in New Mexico. Bloom Energy’s narrative projects US$10.2 billion revenue and US$2.2 billion earnings by 2029, requiring 60.7% yearly revenue growth and roughly a US$2.2 billion earnings increase from US$6.0 million today. Some analysts expected Bloom’s revenue to reach about US$17.0 billion and earnings US$5.5 billion by 2029. The article notes concerns around Bloom’s heavy reliance on natural gas and potential regulatory pressure.