Brookfield targets AI infrastructure over models
The primary way Brookfield Asset Management is capitalizing on the AI theme is by building the physical infrastructure, such as data centers and power generation, rather than investing directly in AI models.
The argument
The speaker argued that while investing in models like ChatGPT or Anthropic can be highly successful, it falls outside of Brookfield's core expertise. Instead, they are focusing on the massive infrastructure requirements of AI, which leverages their combined digital infrastructure, power, and real estate capabilities.
The thesis, stress-tested
✓ What validates it
- ✓Securing long-term contracts with high-credit-quality counterparties for new data center developments
▸ Risks discussed
- ▸Potential for localized overbuilding in the broader data center and infrastructure asset classes
Hear it yourself
"And that, at a simple level, is the the data centers and the power that supports them, and that is the largest and fastest growing investment theme at Brookfield. And it really brings together our digital infrastructure expertise, our power expertise, our real estate expertise."
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