Market / Infrastructure
Infrastructure: The Foundation for Scaling AI

Today, artificial intelligence (AI) and compute advances may represent the next major inflection point.

10.02.2025

Today, artificial intelligence (AI) and compute advances may represent the next major inflection point. AI’s potential to contribute to economic growth and technological breakthroughs is closely linked to the scaling of robust and expansive infrastructure.

While the AI value chain has many components, Brookfield has targeted the critical infrastructure layer—the physical assets and services that enable AI at scale. These include:

  • AI factories
  • Power & transmission
  • Compute infrastructure
  • Strategic adjacencies & capital partnerships

Based on our internal research, we believe these add up to an estimated investment opportunity of more than $7 trillion within the next decade. Dive deeper into the critical infrastructure opportunities Brookfield has focused on in our latest paper.