Brookfield Asset Management Launches Focused Strategy for AI Data Centers
Brookfield Asset Management is stepping up its commitment to AI infrastructure with a new dedicated strategy. The move comes as demand surges from hyperscalers, enterprises, and governments seeking scalable, integrated AI solutions.
In its Q2 2025 investor letter, CEO Bruce Flatt and President Connor Teskey highlighted ongoing investments in France and Sweden, allocating $23 billion and $10 billion respectively to AI and cloud infrastructure. This new strategy is set to build on that foundation and expand Brookfield’s leadership in the space.
Meeting Demand with Scalable AI Infrastructure
The company describes AI infrastructure as a defining investment theme of the decade, aligning with the trends of digitalization, decarbonization, and deglobalization. Brookfield sees itself well-positioned to capitalize on these drivers through its integrated approach and substantial prior investments.
Currently, Brookfield manages over 2GW of data center capacity, establishing a strong foothold in foundational AI infrastructure. The new strategy aims to offer GPU infrastructure as a service through long-term contracts, helping organizations reduce capital expenditures and manage operational costs more efficiently.
Opportunities Beyond Data Centers
Brookfield also identifies growth potential in related fields such as liquid cooling systems, fiber networks, robotics manufacturing, and recycling infrastructure. These areas support the overall AI infrastructure ecosystem and are expected to complement the core data center investments.
A notable partnership mentioned is Brookfield’s energy framework agreement with Google. This collaboration will deliver up to 3GW of hydroelectric capacity across the United States, beginning with a $3 billion contract in Pennsylvania, reinforcing the focus on sustainable energy solutions for data centers.
Recent Activities and Industry Position
- Led equity financing for Canadian data center group 5C
- Provided a $750 million credit facility to Crusoe for developing AI cloud platforms and data centers
- Sold a portfolio of Data4 assets for $3.6 billion
With more than $1 trillion in assets under management, Brookfield holds significant stakes in data center and tower companies worldwide, including Centersquare and Compass in the US, Data4 in Europe, Ascenty in Latin America, Digital Connexion in India, and DCI in Australia. It also invests heavily in the energy infrastructure that powers these operations.
For management professionals overseeing infrastructure or technology investments, Brookfield’s strategy signals a clear market trajectory toward integrated AI infrastructure solutions that balance performance, cost, and sustainability. Exploring partnerships or investments aligned with these trends may offer practical advantages in the evolving AI landscape.
Learn more about AI strategies and infrastructure developments through specialized courses at Complete AI Training.
Your membership also unlocks:
