Brookfield Backs AI Infrastructure Push

Brookfield Asset Management has garnered investor support and secured deals for its new AI infrastructure strategy, aiming to capitalise on the expanding data centre market. The firm intends to meet the increasing demand from hyperscalers, enterprises, and governments for scalable, integrated AI solutions. Brookfield's strategy involves owning and operating critical assets, securing long-term contracts with hyperscalers, AI labs, and cloud providers.

Brookfield has already invested billions in the sector and anticipates a significant pipeline of opportunities. The company is dedicating resources to cater to the growing needs of hyperscalers, enterprises, and governments for scalable and integrated AI infrastructure solutions. Brookfield's AI infrastructure push includes commitments to projects such as a €20 billion AI infrastructure program in France and a $10 billion AI data centre mega-campus in Sweden.

The company sees opportunities in providing GPU infrastructure as a service under long-term contracts, easing the burden on corporate balance sheets. They also see major opportunities across critical adjacencies, such as liquid cooling systems, fibre networks, robotics manufacturing and recycling infrastructure, all vital to AI system performance and sustainability.