Brookfield Launches $100 Billion AI Infrastructure Program

Core Insights - Brookfield has launched a $100 billion global AI Infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority (KIA) [1][2] - The Brookfield Artificial Intelligence Infrastructure Fund (BAIIF) aims to raise $10 billion in equity commitments, with $5 billion already secured from institutional partners [2][3] - The program will invest across the entire AI value chain, including energy, land, data centers, and computing infrastructure [3][4] Investment Focus - BAIIF will target physical infrastructure assets essential for AI delivery, focusing on four verticals: AI factories, dedicated power solutions, compute infrastructure, and strategic partnerships [6] - Investments will prioritize projects backed by creditworthy counterparties and contracted cash flows [6] Strategic Partnerships - Brookfield has secured a $5 billion agreement with Bloom Energy to install up to 1 GW of power solutions for data centers and AI factories [7] - The company is launching Radiant, a new NVIDIA Cloud Partner, to provide comprehensive AI services leveraging its global infrastructure [7] - Brookfield has announced partnerships in France and Sweden, committing up to $30 billion for national AI infrastructure investments [7] Market Context - The AI infrastructure buildout is projected to require $7 trillion in capital over the next decade, comparable to the development of modern power grids and telecom networks [5] - AI is expected to transform various industries, necessitating infrastructure development across nations [5][6]