智通财经网·2025-09-25 02:06Group 1 - Brookfield Asset Management and Macquarie Group highlight a dual benefit from globalization retreat and strong demand in the AI sector, creating significant opportunities for infrastructure investment [1] - Macquarie's CEO emphasizes the need for self-sufficiency in critical areas like energy and defense, driven by geopolitical tensions, particularly the Russia-Ukraine conflict, which accelerates energy supply security in Europe [1] - Macquarie manages over $600 billion in assets, with a substantial portion allocated to infrastructure [1] Group 2 - Brookfield's CEO notes that the primary constraint for AI demand is not chips but electricity supply, with investment scales projected to reach $5 trillion to $10 trillion [2] - Concerns over rapid global electricity consumption growth are prompting major tech companies to act, with Alphabet beginning to invest in nuclear energy and improve transmission networks [2] - Alphabet's energy strategy includes agreements for small modular nuclear reactors and purchasing power from its first commercial nuclear fusion plant, indicating a shift towards next-generation low-emission energy [2]