BlackRock’s 30 Most Important AI Stocks Right Now

18. Bloom Energy Corp. (NYSE:BE)

Weight in ARTY ETF: 1.58%

Number of Hedge Fund Holders: 91

Bloom Energy Corp. (NYSE:BE) is one of BlackRock’s 30 most important AI stocks right now.

On June 30, Bloom Energy Corp. (NYSE:BE) and Brookfield declared the extension of their strategic alliance. Since October 2025, Brookfield has expanded its framework for funding power projects to facilitate AI infrastructure, from $5 billion to $25 billion.

The fuel cell partnership will expand internationally with the help of extra funds.

The extended alliance reflects substantial and continuing demand from artificial intelligence infrastructure developers and hyperscalers for community-friendly and efficient supply. It puts together Brookfield’s operating scalability, ability to secure funding, and strong global standing in the AI infrastructure space, with Bloom’s instantly deployable platform.

Together, the firms seek to build a new model for AI factories that includes computing, electricity, investment from scratch, and data center infrastructure. The extended alliance is a component of Brookfield’s AI Infrastructure Fund, which was formed in November 2025 with a $100 billion deployment target.

It is noteworthy that Brookfield is one of the top investors in artificial intelligence infrastructure at the international level, investing more than $100 billion across green energy and digital infrastructure assets.

Bloom Energy Corp. (NYSE:BE) manufactures, sells, and designs solid oxide fuel cell systems that lead to power generation. It uses a non-combustion electrochemical technology to securely convert fuels such as natural gas, hydrogen, or biogas into power.