Brookfield has exposure to AI infrastructure through power supply
Brookfield has become an indirect play on the AI infrastructure buildout due to its exposure to power. The company has a framework agreement to provide 10.5 gigawatts of power to Microsoft and a separate deal to supply 3,000 megawatts to Alphabet, valued at roughly $3 billion.
Brookfield operates around 150 data centers, 308,000 telecom sites, and 77,000 kilometers of fiber optic networks through its infrastructure portfolio. These assets are tied to AI growth and hyperscaler expansion.
The company is also involved in large-scale capital deployment alongside major technology players, including Nvidia, with reported plans around a $100 billion AI infrastructure partnership framework. Brookfield Asset Management oversees roughly $1.2 trillion in assets under management, with about $603 billion in fee-bearing capital.