In late June 2026, Bloom Energy and Brookfield expanded their partnership, lifting Brookfield’s financing framework for AI power projects from US$5.00 billion to US$25.00 billion under Brookfield’s AI Infrastructure Fund to support global deployment of Bloom’s onsite fuel cell systems. The fivefold increase positions Bloom Energy as a key power provider for hyperscaler-grade AI “factories.” The Brookfield expansion adds US$25.00 billion of financing capacity but sharpens the risk that Bloom must execute on rapid, profitable deployment while avoiding overbuilding manufacturing capacity if demand timing shifts. Bloom’s move into the Russell 1000 and Russell Top 200 indexes coincides with the Brookfield announcement and Bloom’s surge as an AI power proxy. Bloom Energy's narrative projects $10.2 billion revenue and $2.2 billion earnings by 2029, requiring 60.7% yearly revenue growth and roughly a $2.2 billion earnings increase from $6.0 million today. Some analysts already expected Bloom’s revenue to reach about US$17.0 billion and earnings US$5.5 billion by 2029.