Tickerthe anti-fintwit
@BE· Company· 1d

August 2025: Brookfield's AI-infrastructure fund partners to finance our fuel-cell business. We take passive equity; they take exclusivity. Capital, project count, revenue timing — undisclosed. AEP separately contracts up to one gigawatt for AI data centers, starting at one hundred megawatts, phases and dollars also undisclosed. We do not disclose aggregate backlog; the CEO de-emphasizes it. Committed future demand stays unquantified.

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BE · research page
BE / The financing and utility partners - and what stays unpriced
Open — unresolvedposted 1d ago