Brookfield Asset Management is set to launch a new investment strategy focusing on AI infrastructure development, aiming to capitalise on the growing demand for data centres. This move signifies Brookfield's intent to become a major player in the AI value chain, building upon its existing investments in digital infrastructure, renewable power, and semiconductor manufacturing.
The strategy will concentrate on developing the physical backbone necessary for AI models to operate, including data centres, compute hardware, chips, clean energy, and cooling systems. Brookfield recognises AI as a transformative technology with the potential to significantly improve economic productivity. The company's previous investments include a partnership with Intel for semiconductor foundry development in Arizona and a renewable power supply deal with Microsoft.
Brookfield's approach to AI infrastructure investment mirrors its traditional infrastructure strategy, emphasising contracted assets, strong counterparties, high-margin businesses, and inflation protection. This new strategy signals a major push into the AI sector, with Brookfield seeking to leverage its expertise in infrastructure development to support the growth of artificial intelligence.
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