Out Fox The $treet

Update - July 1, 2026 BAM agreeing to expand the partnership by $20B is just massive. BE ended down on the day due to irrational fears related to Meta Platforms (META) exploring entering the market to sell unused compute capacity. The market should fucus more on the demand for their data center power solution.  -Bloom Energy (BE) up 12% post-market Tuesday after announcing an ​expansion of its partnership with Brookfield Asset Management (BAM) to finance power ‌projects for AI infrastructure from the previously announced $5B to $25B, a fivefold expansion since October 2025. -The companies said the expanded partnership "reflects strong and sustained demand from hyperscalers and AI infrastructure developers for fast, reliable, and community-friendly power," as they continue to advance a new model for AI factories that integrates power, compute, data center infrastructure, and capital from the outset. Originally posted on May 21 Bloom Energy has secured major AI data center cont...