Brookfield Asset Management has just revealed one of the largest artificial intelligence infrastructure projects in the world, presenting a $100 billion program in collaboration with Nvidia and the Kuwait Investment Authority (KIA). 

The act signifies not only the remarkable global demand for computer power, energy, and real estate but it also highlights the advancement of AI applications to that level where they are almost unavoidable. 

As the use of generative AI gets widespread, companies will have to invest in getting the infrastructure that is necessary for the huge workloads. Meanwhile, Brookfield is preparing to be at the forefront of this transformation.

$10 Billion AI Infrastructure Fund

The major component of the program is the newly established Brookfield Artificial Intelligence Infrastructure Fund, which has been set up with a target of $10 billion in equity commitments as a starting point. 

Brookfield has announced that it has already acquired $5 billion from the primary investors including itself, Nvidia, and KIA. This initial support is a clear sign of the investors’ confidence in the long-term development of AI-powered infrastructure.

The fund will purchase infrastructure assets worth up to $100 billion that will be spread across the whole energy production, land, high-performance computing, and advanced data centers. In order to attract more investors and financing partnerships, Brookfield is going to rely on co-investments and financing partnerships as a key strategy to meet its huge target.

Going All In on the AI Value Chain

The firm is not a newcomer to making significant digital investments. Having already invested a lot in various sectors such as renewable energy, semiconductor production, and digital infrastructures, Brookfield has become one of the biggest players in the AI ecosystem and a leading company in the global market.

Sikander Rashid, head of AI Infrastructure at Brookfield, said that the deployment of AI is leading to

“one of the largest infrastructure build-outs in history,”

which will require a capital requirement of approximately $7 trillion over the next ten years. 

This prediction places the infrastructural requirements of AI alongside the largest industrial revolutions of the past, and it reveals that the competition to develop AI capacity has just begun.

The Path to Fuelling AI Factories and Data Centers

The initial projects of the fund shows the aggressive scaling that Brookfield has in mind. It includes; a $5 billion deal with Bloom Energy to install power systems of up to 1 gigawatt behind the meter for AI factories and data centers. 

Earlier this year, the announcement of investing up to 95 billion SEK ($10.01 billion) for an AI data center in Sweden was made by Brookfield. Also an assurance of 20 billion euros for AI-related infrastructure projects in France was made.

These moves can be seen as supporting the reality that AI will not grow without the huge supply of clean, reliable, and scalable power. Brookfield’s extensive involvement in renewable energy gives it the unique advantage of being the supporter for the next generation of the compute infrastructure.

AI Infrastructure Boom

The volume of Brookfield’s $100 billion program indicates the speed of the evolution of the AI landscape. All the companies that are involved in the AI ecosystem are competing to acquire the necessary energy, land, and compute capacity to sustain the explosive growth of AI. 

The inclusion of Nvidia provides authenticity as well as a collaborative effort, which supports the GPU major’s strategy of establishing the physical framework facilitating AI breakthroughs.

With the AI revolution rapidly gaining momentum, the countries and firms that will invest like this one will be the ones to lead the technological innovation of the decade. 

Brookfield is not only playing the right financial card but is also betting on the future global infrastructure where the role of AI will be major.