On July 1, Bloom Energy rose 3.22% in regular trading, trading at $310.635/share, with turnover of $2.208 billion. The stock opened significantly higher following a major partnership expansion announcement and maintained gains throughout the session.

On the news front, the rally was primarily driven by the company's announcement that its AI infrastructure power financing partnership with Brookfield Asset Management has been expanded from $5 billion to $25 billion. The fivefold increase will support the global deployment of Bloom Energy's solid-oxide fuel cell technology to power AI data centers. The collaboration is part of Brookfield's AI Infrastructure Fund, launched in November with a target of deploying $100 billion. This expansion comes on top of recent contracts totaling over $5 billion with Brookfield and American Electric Power, further solidifying Bloom Energy's position as a core power supplier for AI data centers.

As the global AI race increasingly shifts focus from compute chips to foundational power supply, Bloom Energy's fuel cell technology is emerging as a critical solution for addressing data center power shortages due to its high reliability, rapid deployment capability, and low carbon emissions.

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