Building the Backbone of AI
Developing this infrastructure—spanning AI factories, power and transmission systems, compute, and strategic adjacencies—will require significant capital, creating an investment opportunity we believe will exceed $7 trillion in the next 10 years.
We see this as a defining moment to build the backbone of the digital future, driving innovation and unlocking compelling risk-adjusted returns for investors.
AI Factories
Power & Transmission
Compute Infrastructure
Strategic Adjacencies
Explore Our Research Report
As AI moves from the headlines to real-world applications, building and operating the requisite infrastructure at scale stands as both a tremendous challenge and the defining investment opportunity of our time.
CEO Bruce Flatt at Bloomberg Invest
“We’re in this enormous investment era, but it’s going into highly productive investment, which is going to lead to very significant productivity advancements.”
Our Views
“This is a once-in-a-generation investment opportunity for digital infrastructure and power investors.”
Sikander Rashid, Brookfield’s Global Head of AI Infrastructure, spoke with Reuters about AI’s explosive growth and how it will reshape infrastructure, demanding trillions in investment and global coordination.
“It is almost impossible to build too much of this infrastructure, because the demand is so vast.”
Stewart Upson, Co-President of Brookfield Infrastructure, spoke with Private Equity International on how the emergence of AI is creating compelling opportunities across infrastructure, private equity and beyond.
“Providers with extensive experience in building data centers and powering them will have the competitive advantage”
In an interview with Infrastructure Investor, Sikander Rashid delves into the AI infrastructure opportunity.
Partnerships
As nations pursue technological independence and economic competitiveness, private capital and sovereign partnerships are opening new opportunities for investors—learn more below.
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If you'd like to learn more about our views or capabilities, please request a follow-up.
What Happens When AI Meets Industrials?
For industrials companies, operational expertise can help shift AI from targeted applications to a scalable efficiency and growth driver.
Learn how Brookfield is deploying AI solutions across our portfolio companies to drive revenue and expand margins.
Transaction Highlights
Deal Debrief: Data4
Deal Debrief: Neoen
Brookfield and Google Sign Hydro Framework Agreement to Deliver up to 3,000 MW of Homegrown Energy in the United States
Brookfield and Microsoft Collaborating to Deliver Over 10.5 GW of New Renewable Power Capacity Globally
Brookfield Infrastructure Signs Definitive Agreement with Intel
As Energy Demand Grows, So Do Energy Solutions
AI growth is fueling unprecedented energy demand, exacerbating constraints on the global power grid. Our paper explores how batteries can deliver the reliable and scalable power needed to keep up.
Disclosures
All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results.
Infrastructure companies may be subject to a variety of factors that may adversely affect their business, including high interest costs, high leverage, regulation costs, economic slowdown, surplus capacity, increased competition, lack of fuel availability, and energy conservation policies.
Assets shown are for illustrative purposes only. There is no assurance that similar investments or results will occur in the future.
This commentary and the information contained herein are for educational and informational purposes only and do not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. This commentary discusses broad market, industry or sector trends, or other general economic or market conditions. It is not intended to provide an overview of the terms applicable to any products sponsored by Brookfield Asset Management Ltd. and its affiliates (together, "Brookfield").
This commentary contains information and views as of the date indicated and such information and views are subject to change without notice. Certain of the information provided herein has been prepared based on Brookfield's internal research and certain information is based on various assumptions made by Brookfield, any of which may prove to be incorrect. Brookfield may have not verified (and disclaims any obligation to verify) the accuracy or completeness of any information included herein including information that has been provided by third parties and you cannot rely on Brookfield as having verified such information. The information provided herein reflects Brookfield's perspectives and beliefs.
Investors should consult with their advisors prior to making an investment in any fund or program, including a Brookfield-sponsored fund or program.
