Super ammunition of the electric "arms dealer": Bloom Energy (BE.US) expands its financing amount to BAM five times to $25 billion, AI-induced power shortage breeds new opportunities

Zhixin Financial APP learned that when the focus of the global AI competition is on computing chip and model parameters, a more basic bottleneck is emerging - electricity. After the market closed on Tuesday Eastern Time, Bloom Energy (BE.US) announced that its financing cooperation for the AI power project with Brookfield Asset Management (BAM.US) has been expanded from $5 billion to $25 billion, a fivefold increase from the initial scale in October 2025. Boosted by this news, Bloom Energy's stock price surged in after-hours trading.