@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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