Nvidia and Brookfield’s $100 Billion AI Infrastructure Investment
Nvidia has invested in Brookfield’s inaugural AI Infrastructure Fund, which aims to secure $10 billion in equity commitments from investors. The fund has already received $5 billion, with plans to acquire up to $100 billion in AI infrastructure assets, including data centers and energy resources, over the next decade. According to Brookfield, the world needs to invest approximately $7 trillion in AI infrastructure to fully realize the technology’s potential.
Brookfield has launched Radiant, a new cloud services company that will build specialized AI data centers based on Nvidia’s designs. Nvidia’s CEO, Jensen Huang, emphasized that AI’s transformative power requires dedicated infrastructure, stating that the partnership with Brookfield integrates essential components such as land, power, and supercomputing capabilities.
Brookfield anticipates a 25% annual growth rate in earnings per share over the next five years, with current shares trading around $45, significantly below an estimated value of $68. The firm is betting on its AI infrastructure strategy to enhance its market position and drive substantial financial growth.
