HIGHLIGHTS  

  1. Brookfield launches a USD 100 billion global AI infrastructure program with NVIDIA and KIA as founding partners. 
  2. The Brookfield Artificial Intelligence Infrastructure Fund begins with USD 5 billion in commitments. 
  3. Investments will span power, land, data centers, compute and next-generation AI factories. 
  4. Radiant, Brookfield’s new NVIDIA Cloud Partner, will deploy AI factories using NVIDIA’s DSX reference design. 
  5. Seed projects include a USD 5 billion agreement with Bloom Energy for 1 GW of behind-the-meter power solutions. 

Brookfield Asset Management (TSX:BAM) has announced one of the largestAI-focused infrastructure initiatives to date, introducing a USD 100 billion global program built to support the accelerating demands of artificial intelligence. The move is backed by NVIDIA (NASDAQ:NVDA) and the Kuwait Investment Authority, both joining as founding partners. 

At the center of the strategy is the Brookfield Artificial Intelligence Infrastructure Fund, which launches with a USD 10 billionequitytarget and has already secured USD 5 billion from leading institutional partners. By combining fundcapital, co-investmentparticipation and prudent financing, Brookfield plans to deploy up to USD 100 billion across the full AI ecosystem—from energy generation and specialized landacquisitionto advanced data centers and compute systems. 

Building the Physical Backbone Required for AI Growth 

Brookfield emphasizes that AI is driving one of the most extensive infrastructure expansions in modern history. According to Sikander Rashid, Head of AI Infrastructure, the next decade could require as much as USD 7 trillion of global capital to support AI factories, power systems, and hyperscale computing environments. 

BAIIF will prioritize four verticals: AI factories built around NVIDIA’s DSX Vera Rubin-ready reference design, behind-the-meter power, compute solutions for governments and major enterprises, and strategic adjacencies across the AI value chain. These investments will be structured around contractedcash flowsand high-quality counterparties, aligning with Brookfield’s asset-management philosophy. 

Jensen Huang, founder and CEO of NVIDIA, highlighted that AI demands land, power and purpose-built supercomputers—capabilities this partnership aims to scale globally. Radiant, Brookfield’s new NVIDIA Cloud Partner, will operate GPU cloud services and deploy AI factories following the DSX blueprint. 

Seed Investments and Global Expansion Plans 

A major seed initiative includes a USD 5 billion framework agreement with Bloom Energy to install up to 1 GW of power solutions for data centers and AI factories. Brookfield is also rolling out Radiant to provide full-stack AI services backed by its vast infrastructure footprint across land, power and data centers. 

Additionally, Brookfield has announced large-scale partnerships in France and Sweden totaling up to USD 30 billion in AI-related infrastructure commitments, reinforcing its role in supporting national AI development strategies. 

Conclusion 

Brookfield’s USD 100 billion AI infrastructure program signals a transformative moment for both the company and the global AI landscape. With NVIDIA and KIA as partners, and with investments covering the entire physical layer needed for AI adoption, Brookfield positions itself as a central force in building the systems that will power the next generation of intelligence-driven industries. 

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