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Over the past year, AI infrastructure stocks have rapidly become one of the market’s most sought-after investment themes. As companies build massive data centers and AI factories, the need for reliable, clean, and scalable power has never been greater.
One company stepping into the spotlight is Bloom Energy (BE). The clean energy firm just signed a $5 billion partnership with Brookfield Asset Management (BAM) to supply power for Brookfield’s global network of AI factories.