布鲁克菲尔德资产管理公司近期战略动作梳理

Core Insights - Brookfield Asset Management has recently announced strategic moves that have garnered market attention, particularly in the AI infrastructure sector [1] Business and Technology Development - The company launched its own cloud business on December 31, 2025, aiming to compete directly with tech giants like Amazon by innovatively leasing chips within data centers to AI developers, rather than just providing physical infrastructure. This initiative is linked to a newly established $10 billion AI fund, with future investment progress and business implementation expected to be closely monitored [2] Project Advancement - On November 19, 2025, Brookfield, in collaboration with NVIDIA and the Kuwait Investment Authority, initiated a $100 billion AI infrastructure plan. This partnership focuses on building global data centers and computing networks, with the pace of project implementation and regional distribution likely to be key factors influencing the company's long-term growth [3] Strategic Progress - The company is significantly increasing its investments in global AI infrastructure: - In Europe, it announced an investment of approximately $10 billion (950 million Swedish Krona) in AI infrastructure in June 2025, marking one of its largest AI investments in the region [4] - In the Middle East, as of 2025, the company holds $8 billion in private equity assets and $5 billion in infrastructure projects, with plans to raise at least $2 billion for a special fund to deepen collaboration with local sovereign wealth funds [4] Funding Trends - Financial data indicates that the company's credit business has become a core driver, raising $29 billion in the fourth quarter of 2025. Additionally, the flagship real estate fund's fifth phase raised $16 billion, reflecting the company's ongoing ability to attract capital in alternative asset sectors [5]