Bloom Energy (B) corresponds to the Power AI Data Center with Brookfield

Shares of Bloom energy Monday dawn increased on the contract Brookfield Property Management To install fuel cells at artificial intelligence data center.

Billion will spend up to $ billion to deploy the technology of Brookfield Bloom Energy, which the first investment in his strategy to support a large AI data center with electricity and computer infrastructure. There are fuel cells of bloom “Fuel-Locker” And the company says it can run on natural gas, biogas or hydrogen.

Brookfield and Bloom have cooperated to design and create things that are called “I Factory” around the world, with a site in Europe, which will be unveiled at the end of the year.

In the initial trade, the shares of Bloom Energy increased by about 30%. Bloom fuel cells provide onheat power that can be installed quickly because they do not depend on the connection of the electric grid.

Bloom has already located hundreds of megawatts of fuel cells through deals with utility American electric power And as a data center developer such as that Equinix And OrcalAccording to the company.

The plans for the AI ​​industry’s data center are increasing. Nvidia And for example, the Open has recently announced a partnership with the purpose of creating a 10 Gigawat data center equivalent to the power used by New York City at the height of summer.

But the plans of AI companies are against the old American electric grid, which are often slow to provide extra power capacity. Data centers also threaten to raise electricity rates for resident customers.

For the AI ​​factory, the “Power solutions need to be deployed on the back of the meter or outside the grid” to close the grid distance, said AI Infrastructure AI Infrastructure of Brookfield.

CEO of Bloom Energy KR Sridhar said, “The AI ​​infrastructure factory must be built like a factory – objectives, speed and scale.”

NVDia Chief Executive Officer Jensen Huang told the CNBC last week that the AI ​​industry had to increase the energy of the electric grid to meet the demand and protect the customers from rising electricity prices.

“The data center can move much faster than putting the self -generated power on the grid and we have to do it,” Huang said.