Dec. 18 at 5:33 PM
$BE $CEG $VST
This is the real deal with clean energy play for electrification of Data center.
Massive shortage of electricity + Grid problem. The demand is not going to slow down.
Bloom Energy (NYSE: BE) commercial contracts, deals, and financial instrument updates — showing the latest signed or announced agreements that count as “contracts” for the company:
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📌 1.
$5 Billion AI Data Center Partnership with Brookfield
Bloom Energy signed a strategic investment and deployment agreement with Brookfield Asset Management, where Brookfield will invest up to
$5 billion to deploy Bloom’s solid oxide fuel cell systems for AI data center power infrastructure worldwide. This is a major commercial contract and strategic deal for scaling deployments globally, including an expected European site announcement before the end of 2025. 
Summary
• Total commitment: up to
$5 billion
• Focus: On‑site fuel cell power for AI data centers
• Global deployment planned (initial European location expected)
• Largest strategic partnership to date for Bloom’s technology 
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📌 2. Expanded 500 MW Deal with SK ecoplant
Bloom Energy extended a major distributor agreement with SK ecoplant (part of SK Group) through 2027, under which SK ecoplant has committed to purchase 500 megawatts (MW) of Bloom Energy’s solid oxide fuel cell systems.
• Product revenue estimated ~
$1.5 billion and service revenue ~
$3 billion over 20 years.
• Strengthens Bloom’s role in distributed power and hydrogen markets globally. 
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📌 3. Up to 1 GW Fuel Cell Procurement Contract With AEP
Bloom reached a gigawatt‑scale procurement contract with American Electric Power (AEP) for fuel cell systems to power AI data center infrastructure — one of the largest commercial fuel cell orders ever at ~1,000 MW capacity. 
Highlights
• Initial installed order ~100 MW
• Expansion to up to 1 GW expected over time
• Power solutions aimed at energy‑intensive AI workloads 
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📌 4. Oracle Cloud (OCI) Power Deployment Deal
Bloom has announced deployment of its onsite fuel cell systems at selected Oracle Cloud Infrastructure (OCI) data centers, meant to provide grid‑independent power that can rapidly be installed and scaled to support high‑performance computing. This expanded partnership ties Bloom’s energy systems into major cloud infrastructure builds. 
