Investment Required for AI Infrastructure
The global investment needed to build AI infrastructure over the next decade is estimated at $7 trillion. This substantial investment is driven by the need for enhanced data centers and power generation capabilities to support the rising adoption of AI technologies.
Brookfield’s Strategic Role
Brookfield Renewable and Brookfield Infrastructure are key players in this arena, focusing on building renewable power and other critical infrastructure. Brookfield Renewable is committed to developing 10.5 gigawatts of renewable power for Microsoft through 2030, marking the largest corporate power purchase agreement recorded. Additionally, Brookfield Infrastructure is investing in semiconductor foundries and data centers, partnering with major companies, including Intel.
Projected Growth
Brookfield Renewable and Infrastructure anticipate ongoing growth, with expectations of over 10% annual growth in funds from operations (FFO) per share through 2031. Analysts project Brookfield may achieve nearly 20% FFO growth over the next three years, driven further by increasing demand for electricity and natural gas as AI technologies expand.
