United States & Oaktree Capital Management

United States: The U.S. is experiencing a manufacturing boom driven by AI data center demand, with factory jobs and output rising.

Oaktree Capital Management: Oaktree, along with IDF, announced a $1.7 billion investment to deploy Bloom's fuel cells for Nebius. This investment signals confidence in Bloom's technology and supports AI infrastructure expansion.

United States: The United States becomes Brookfield's largest market, with over 60% of employees and nearly half of revenue, reinforcing its commitment to investing in the U.S. economy.

Oaktree Capital Management: Oaktree Capital Management is the acquired entity, now fully integrated into Brookfield's credit platform. The acquisition provides Oaktree with Brookfield's scale and resources, while its leadership continues in key roles.

United States: The project aims to reduce U.S. dependency on tungsten imports and bring tungsten production back to the country, supporting domestic critical mineral supply.

Oaktree Capital Management: As a major shareholder, Oaktree Capital Management benefits from Blue Moon's progress and potential value appreciation.