Across markets, AI infrastructure has shifted from a niche interest to a global priority. As organizations confront rising compute needs and mounting pressure on energy systems, we see an unmistakable trend: the world is racing to build the physical backbone of AI. Against this backdrop, Brookfield has launched its Artificial Intelligence Infrastructure Fund, an effort designed to mobilize as much as $100 billion into assets spanning the entire AI value chain, from land and power to data centers and compute.
The initial equity target sits at $10 billion, and early commitments already total $5 billion. Those funds come from Brookfield itself, Nvidia, and the Kuwait Investment Authority, a coalition that reflects both commercial confidence and geopolitical importance. Nvidia’s involvement also mirrors a growing pattern in the industry: capital returning to the same ecosystem that fuels demand for its GPUs.
Brookfield signals that the fund will pursue assets with strong credit quality and contracted revenue, a practical stance at a moment when AI infrastructure remains capital-intensive, energy-heavy, and globally uneven.
Where the money goes:
- AI factories built on Nvidia’s DSX Vera Rubin-ready design, now emerging as the template for next-generation compute hubs.
- Behind-the-meter power, reflecting a global pivot toward localized generation as grids struggle to keep pace with AI demand.
- Compute infrastructure for governments and major enterprises, bundling Nvidia GPUs into full-stack, integrated solutions.
- Strategic adjacencies across the AI supply chain, capturing critical gaps and emerging opportunities as the ecosystem matures.
This approach mirrors what we see across other major partnerships. Earlier this week, Anthropic, Microsoft, and Nvidia announced a collaboration that also leans on a circular investment loop: capital flowing in to support the very technologies that drive future revenue.
Brookfield’s recent $5 billion agreement with Bloom Energy, which positions the company as the preferred on-site power provider for Brookfield’s AI factories, offers a preview of how these investments may scale. It’s an example of how energy resilience, compute expansion, and long-term infrastructure planning are becoming inseparable.
