Bloom Energy shares are surging in premarket after Brookfield expanded its AI infrastructure financing partnership with BE from $5B to $25B — a fivefold increase. The expanded deal taps Bloom's solid-oxide fuel cell platform to deliver fast, reliable power to hyperscalers and AI data centers globally. At roughly $25B, the partnership is worth nearly a third of Bloom's entire market cap. Is BE becoming the must-own clean energy play for the AI power buildout? Not financial advice.
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