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
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.”
A structural shift in infrastructure investing
As demand for data infrastructure accelerates, connectivity constraints are increasingly shaping where capacity can be delivered—and where value can be created. Explore why the next phase of investment will favor selectivity, scale and execution.
Our Views
“There is going to be a very long runway of investment opportunities for digital infrastructure.”
Strategy leaders Stewart Upson and Udhay Mathialagan speak with Infrastructure Investor on how investors are partnering with governments, hyperscalers and AI developers.
“AI isn’t just another technology cycle. It’s a new industrial revolution.”
Private Equity CEO Anuj Ranjan authored a Reuters piece on how AI is transforming outdated industrial companies.
“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.
As sovereigns and corporates pursue competitiveness, partnerships with private capital are opening new opportunities for investors.
NVIDIA Partnership to Establish AI Compute Infrastructure Financing Platform
U.S. DOE and Brookfield Create Data Center Campus and Dedicated Energy Project
Expanding Korea’s National AI Factory Infrastructure Buildout
Brookfield and Qai Form $20 Billion Strategic Investment Partnership for AI Infrastructure
Brookfield Launches $100 Billion AI Infrastructure Program
Brookfield To Advance AI Infrastructure in Sweden Through SEK 95 Billion Investment
Brookfield to Invest €20 billion in France’s AI Infrastructure
More insights
The future of AI will be written in nuts and bolts, writes Anuj Ranjan
Up next for industrials: An AI transformation
How Electrification and AI are Reshaping Power
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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.
