The boom in artificial intelligence (AI) and other quantum computing applications is driving explosive growth in data demand. While many investors are focusing on the potential for technology companies to benefit from this megatrend, the investment teams with Brookfield’s Public Securities Group believe there are less appreciated attractive opportunities in the public real asset companies powering the power of AI.

Data, the world’s fastest growing commodity, requires critical real assets in order to be transported, processed, stored, and powered. The insatiable appetite for data is leading to a subsequent rapid increase in power demand, and electrical grids are already having trouble keeping pace. According to PSG’s investment teams, significant investment will be required to upgrade the infrastructure and real estate needed to handle the growing data and power demands, creating opportunities across four key areas of the public real asset universe.