May. 9 at 8:06 PM
$BE Some posted it already, but how is that it is barely picked up? This is massive....
Connor Teskey
CEO
0:32:53
To your questions around growth and what we're seeing, maybe to point to something tangible, and it's very representative of what we're seeing in the market, is the first deal we did in our AI infrastructure fund was our partnership with Bloom Energy. That was announced, I wanna say, six or nine months ago, a
$5 billion partnership. We are already in conversations to expand that partnership, not by percentages, but by multiples.
https://finance.yahoo.com/quote/BAM/earnings/BAM-Q1-2026-earnings_call-551885.html