By Matt DiLallo
Publication Date: 2026-02-22 09:03:00
Brookfield Corporation is going all-in to capitalize on the once-in-a-generation AI infrastructure opportunity.
AI has the potential to be the most impactful technology in history. It can significantly increase productivity and efficiency, solve complex problems quickly, and help drive medical breakthroughs.
However, the technology can only realize its full potential if the world builds the infrastructure to support it. That includes building specialized AI data centers to house racks of Nvidia‘s (NVDA +0.94%) chips, along with the power-generating capacity to keep these facilities operating around the clock. According to an estimate from Brookfield Corporation (BN 0.43%), the world needs to spend $7 trillion on AI infrastructure over the next decade.
The global investment firm is going all-in on AI infrastructure to capitalize on this once-in-a-generation investment opportunity. That’s why it’s my highest conviction AI stock to buy right now.
Image source: Nvidia.
The $100 billion AI infrastructure bet
Last November, Brookfield launched its inaugural Brookfield AI Infrastructure Fund, aiming to secure $10 billion of equity commitments from investors. At its launch, the fund had already received $5 billion of commitments, including capital from Brookfield and Nvidia. Brookfield aims to leverage the capital raised in this fund, along with co-investor capital and prudent financing, to acquire up to $100 billion in AI infrastructure assets. The company plans to deploy…
