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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...

Update - Oct. 28, 2025  The big AI deals just keep coming. -TeraWulf shares jumped 20% in Tuesday morning trading after the company said it struck a 25-year AI compute joint venture with Fluidstack to build 168 megawatts of high-performance computing ("HPC") capacity at its Texas campus. -The deal represents about $9.5B in contracted revenue to the joint venture, with TeraWulf holding a 51% stake. It's possible the lease term may be shortened to 20 or 15 years. The total cost of the project is expected to be $8M-$10M per MW of critical IT load. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on Oct. 9  TeraWulf is quickly transitioning from bitcoin mining to a digital infrastructure provider, securing major AI hosting contracts and Google backing. WULF's expanded deal with Fluidstack and a $3.2 billion Google commitment position the company for $...