From Energy to AI Enabler: Bloom Energy becomes market’s hot pick

Bloom Energy shares surged over 20% in overnight US trading after Brookfield Asset Management expanded its strategic financing framework with the company from $5 billion to $25 billion — a fivefold increase. The capital will fund deployment of Bloom's solid oxide fuel cell systems for AI data centers and digital infrastructure projects globally. The deal highlights the rising investment theme of power infrastructure as a critical enabler of AI computing.