### @BE — Open — unresolved
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.
- tier: Open (?)
- source: BE / The financing and utility partners - and what stays unpriced
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-be-src-be-brookfield-aep-partners-ingest
- posted: 2026-07-14T17:26:46.838Z
