# Brookfield Targets Up to $100 Billion as AI Infrastructure Investment Expected to Exceed $7 Trillion

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/31028
Published: 2026-10-13T10:54:30.000Z
Updated: 2026-10-13T10:54:30.000Z
Section: Business

> CEO Connor Teskey described AI infrastructure as Brookfield’s biggest theme, spanning data centers, power generation, compute capacity, grids and fiber networks.

Brookfield Asset Management is targeting up to $100 billion in artificial intelligence infrastructure assets as demand for computing capacity drives investment across data centers, power generation, grids and networks.

The firm estimates AI-related infrastructure investment will exceed $7 trillion over the next decade. The opportunity includes data centers, electricity generation, compute capacity, cooling systems, grid modernization and fiber networks.

“AI infrastructure and AI is undoubtedly the biggest theme at Brookfield today,” CEO Connor Teskey said.

Brookfield launched a global AI infrastructure program targeting up to $100 billion in assets. The fund sought $10 billion in equity commitments and had secured $5 billion when the program was announced Nov. 19, 2025. NVIDIA and the Kuwait Investment Authority were named as investors and founding partners.

The firm also expanded its partnership with Bloom Energy for fuel-cell power projects supporting AI infrastructure. The partnership increased from $5 billion to $25 billion on June 30, 2026, with projects planned globally.

Teskey said Brookfield increasingly evaluates AI infrastructure as an integrated system covering chips, servers, power supplies, grids, substations and interconnections. Projects are backed by long-term contracts with hyperscalers or sovereign entities.

“The largest component of growth for AI demand is the hyperscalers,” Teskey said.

The strategy covers AI factories, power solutions, compute infrastructure and strategic capital partnerships. Brookfield’s approach combines capital deployment with power supply for facilities that require large amounts of electricity and computing equipment.

The firm’s outlook points to a long-term supply constraint as AI investment expands, without establishing a precise nationwide U.S. gap or a date when supply will catch up with demand.