Brookfield has agreed to acquire battery storage developer Aypa for $7 billion including debt, people familiar with the matter said, as demand soars for companies that help power the AI boom

NEXTERA ENERGY AND BROOKFIELD ARE TEAMING UP TO BUILD A MORE THAN $100 BILLION DATA CENTER CAMPUS NextEra Energy $NEE, is leading the privately funded buildout alongside Brookfield $BN. It includes 2 gigawatts of new natural gas-fired power and up to 2.6 gigawatts of battery storage at or near the site. The site: a shuttered Cold War-era uranium-enrichment facility in Paducah, Kentucky, being converted into a data center campus with its own dedicated power plant, per the Energy Department's Wednesday announcement. For scale: 1 gigawatt is roughly the output of a traditional nuclear power plant, enough to power about 750,000 homes at any given moment. This project alone adds nearly 5 gigawatts of combined generation and storage capacity.

JUST IN: BROOKFIELD $BN JUST BOUGHT $2 BILLION WORTH OF SPACEX SHARES AHEAD OF THE IPO. This is one of the largest disclosed pre-IPO bets of 2026. If SpaceX hits its raise target, this would be the biggest IPO in history. The SpaceX position breakdown: - ~$1B owned directly by Brookfield - Remainder owned by Brookfield affiliates - All acquired at the current pre-IPO mark The SpaceX IPO setup, per WSJ: - SpaceX has confidentially filed IPO paperwork with the SEC - Potential listing as early as July 2026 - Targeting a raise of $40B to $80B Brookfield's broader AI portfolio: - ~$500M committed to Figure (humanoid robotics) - Investment in Hark Labs (next-generation AI platform, funded Q2 2026) - Investment in Deployment Co. (AI deployment joint venture with OpenAI) - $450M+ committed to Pinegrove Capital (secondary and structured tech/VC capital) - Total capital in these new business strategies: $6.3B as of March The dry powder behind the bet: - Q1 deployable capital: ~$188B - Uncalled private fund commitments: $114B - Q1 distributable earnings: $1.55B vs $1.44B FactSet est 🟢 - Q1 revenue: $18.58B, +3.5% YoY

2 innocent people were detained at gunpoint by Brookfield officers after an outdated Flock alert flagged their car The officers had forgotten to remove the alert after the car was cleared i connection to a homicide

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Bloom Energy, Brookfield Expand AI Power Partnership to $25 Billion - $BAM $BE 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐁𝐥𝐨𝐨𝐦 𝐄𝐧𝐞𝐫𝐠𝐲 and Brookfield expanded their strategic partnership to 𝐮𝐩 𝐭𝐨 $𝟐𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧. ➤ Financing framework increased 𝟓𝐱 from 𝐨𝐫𝐢𝐠𝐢𝐧𝐚𝐥 $𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 announced in October 2025. ➤ Funding will support 𝐟𝐮𝐞𝐥 𝐜𝐞𝐥𝐥 power projects for 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫𝐬 globally. ➤ Partnership combines Brookfield's 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 with Bloom Energy's 𝐨𝐧𝐬𝐢𝐭𝐞 𝐟𝐮𝐞𝐥 𝐜𝐞𝐥𝐥 technology. ➤ Expansion is backed by Brookfield's 𝐀𝐈 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐅𝐮𝐧𝐝, targeting 𝐮𝐩 𝐭𝐨 $𝟏𝟎𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in investments. ➤ Brookfield has already invested 𝐨𝐯𝐞𝐫 $𝟏𝟎𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in digital infrastructure and clean power assets. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ Rising AI power demand is driving investment in 𝐚𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐞𝐧𝐞𝐫𝐠𝐲 infrastructure. ➤ Expanded financing could accelerate deployment of 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 power solutions worldwide. ➤ The deal strengthens Bloom Energy's position in the fast-growing 𝐀𝐈 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 market. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "Today's commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals. Bloom is uniquely positioned to address the urgent need for clean, reliable power to support the rapid growth of AI." — 𝐀𝐦𝐚𝐧 𝐉𝐨𝐬𝐡𝐢, Chief Commercial Officer of Bloom Energy. ➤ "The expanded commitment reflects the strength of this partnership and the conviction behind our broader AI infrastructure strategy, including integrated compute." — 𝐒𝐢𝐤𝐚𝐧𝐝𝐞𝐫 𝐑𝐚𝐬𝐡𝐢𝐝, Head of AI Infrastructure at Brookfield.

NVIDIA IS PUTTING $1 BILLION INTO A SOUTH KOREAN 🇰🇷 INTERNET COMPANY. BROOKFIELD IS PUTTING IN NINE TIMES THAT NAVER, NVIDIA $NVDA, and Brookfield $BN announced plans to more than triple Korea's NVIDIA DSX AI factory buildout, from 55 megawatts to 200 megawatts by 2028, with a longer-term path to 1 gigawatt. NVIDIA plans to invest $1 billion directly into NAVER. Brookfield has signed a nonbinding term sheet to fund up to $9 billion, contingent on NAVER finalizing that financing separately. Jensen Huang: "AI factories are the infrastructure nations need to compete and innovate in the intelligence era."