RT Bloomberg en Español (@BBGenEspanol)¿Quieres saber qué pasó esta semana en Latinoamérica? @ValiHilaire nos cuenta que Nubank apunta a EE.UU., el choque Sheinbaum-Salinas en México por deudas de impuestos y Brookfield se va de Perú tras reportar pérdidas insostenibles. https://t.co/cVwFyxoPgC ...

Core Insights - The rapid growth of artificial intelligence (AI) is projected to require approximately $7 trillion in capital, which is about a quarter of the U.S. gross domestic product [1][2] - Brookfield Asset Management is heavily involved in building AI infrastructure, managing over $1 trillion in assets across various entities [1] Investment Requirements - To meet AI demand over the next decade, an estimated $2 trillion is needed for "AI factories," $4 trillion for computing infrastructure, and $500 billion each for "power and transmission" and "strategic adjacencies" [2] - Brookfield has already invested tens of billions into AI infrastructure and sees a significant pipeline of opportunities for large industrial investments [3] Financial Outlook - AI firms are projected to need roughly $2 trillion in annual revenue by 2030 to cover computing power demands, but are expected to fall short by $800 billion [3] - OpenAI is currently losing billions annually but anticipates becoming cash-flow positive by 2029, indicating potential financial strain within the sector [4]

Brookfield will dissolve a toll roads subsidiary that operates the two busiest highways in Peru due to unsustainable losses that the company blames on local authorities https://t.co/xF4UgGXMG6 ...

GEMS Education, the Dubai school operator backed by Brookfield, is among parties that have submitted initial bids for Saudi Arabia’s Ajialuna https://t.co/x1D4JcR7TL ...

After taking the lead at Brookfield’s buyout unit last year, Anuj Ranjan, an almost two-decade veteran of the firm, laid out a surprising goal https://t.co/DGGmdhBYIN ...

Norway’s $2 trillion sovereign wealth fund will invest in an energy transition fund managed by Brookfield https://t.co/Ycve6xuL6j ...

Today in Bloomberg Deals: Brookfield's digital infrastructure ambitions, and Klarna and Netskope IPOs spur best month for US volume since 2021 https://t.co/tPMyZp9ho6 ...

Core Insights - Nvidia and OpenAI have announced a significant $100 billion AI infrastructure deal, but concerns have been raised regarding the cost estimates associated with building AI data centers [1][3] - Short-seller Jim Chanos has questioned Nvidia CEO Jensen Huang's projections for the cost of a one-gigawatt AI factory, suggesting they are significantly higher than estimates from other industry players [2][6] Cost Estimates and Projections - Huang's estimate for a 1GW AI factory ranges from $20 to $30 billion, excluding GPU costs, which Chanos argues is much higher than what other companies report [2][6] - The total projected cost for a 1GW facility, according to "Jensen's math," is estimated to be between $60 to $80 billion, with $40 to $50 billion attributed to compute costs, representing potential revenue for Nvidia [3][5] Market Opportunity - The AI data center capacity is expected to grow from 7 GW in 2024 to 82 GW by 2034, reflecting a compound annual growth rate of 28% [4] - For AI workloads specifically, capacity is projected to increase from 44 GW to 156 GW between 2025 and 2030, translating into a potential market opportunity of $6.2 trillion for Nvidia based on Huang's estimates [5][6] Industry Implications - Chanos's skepticism raises critical questions for investors regarding the accuracy of Huang's cost estimates and the potential underestimation of future capital expenditures by data center operators [6][7] - The financial implications suggest that the true costs associated with powering the AI revolution may be higher than currently anticipated, potentially impacting industry margins [7] Investment Performance - A list of AI-linked ETFs shows varying year-to-date and one-year performance, with the Defiance Quantum ETF leading at 28.98% YTD and 72.83% over one year [8]

Core Insights - Figure has announced a strategic partnership with Brookfield to expand AI infrastructure and create the world's largest humanoid robot pre-training dataset [1][5] - The collaboration allows Figure to collect real-world training data for humanoid robots, moving beyond pure technology to practical applications [1][5] Company Summary - Figure will utilize Brookfield's diverse properties, including over 100,000 residential units and 5 billion square feet of commercial space, to gather critical training data for humanoid robots [1][2] - The data collection will begin in August 2025 and will cover various environments, enhancing the robots' adaptability to different cultural contexts and usage scenarios [2][3] - Initial tests at Figure's California R&D center have shown a 35% improvement in navigation capabilities and a 20% increase in action accuracy for the Helix model [3] Industry Summary - The partnership may trigger a "data race" in the humanoid robot industry, with competitors like Tesla and Boston Dynamics also advancing similar technologies [4] - The global humanoid robot market is projected to reach $50 billion by 2030, with real-world data becoming a critical competitive factor [4] - This collaboration represents a significant intersection of technology and real estate, exploring AI-driven future lifestyles and reshaping the robotics industry [5]

The capital city of Peru’s argument that it was ill-served by its lawyers, who lost its legal fight against a Brookfield subsidiary over a toll contract, was met with strong skepticism Thursday by a US federal judge https://t.co/zdxOOER9gD ...