Brookfield has launched a new global initiative aimed at accelerating the development of large-scale artificial intelligence infrastructure, announcing a $100 billion programme created in collaboration with NVIDIA and the Kuwait Investment Authority (“KIA”).
At the centre of the effort is the Brookfield Artificial Intelligence Infrastructure Fund (“BAIIF” or “the Fund”), which formally opens with a target of $10 billion in equity commitments. According to Brookfield, the Fund has already secured $5 billion from a group of institutional and industry partners, including Brookfield itself, NVIDIA and KIA. Together with co-investment and additional financing, BAIIF is expected to acquire up to $100 billion in AI-related assets, spanning energy, land, data centres and compute capacity.
Brookfield said its existing portfolio, which includes more than $100 billion invested across digital infrastructure and clean energy, positions the company to deliver integrated solutions needed to support the rapid global expansion of AI technologies.
Sikander Rashid, Head of AI Infrastructure at Brookfield, said: “AI is creating one of the largest infrastructure buildouts in history, comparable to the formation of the modern power grid and global telecom networks, but unfolding at a far greater pace and significantly larger scale. This buildout will require $7 trillion of capital in the next 10 years across the entire AI value chain including power, compute, data centres, and beyond. We are thrilled to formally launch our dedicated AI program in partnership with NVIDIA and others to deliver this infrastructure at speed, at scale, and to the highest standard for enterprises, technology firms, and sovereign governments.”
“AI is transforming every industry, and like electricity, it will require every nation to build the infrastructure to power it. AI infrastructure demands land, power, and purpose-built supercomputers—and our partnership with Brookfield brings all of these elements together in a ready-to-deploy AI cloud,” said Jensen Huang, founder and CEO of NVIDIA. “We’re thrilled that Radiant, Brookfield’s AI cloud service, is building an NVIDIA GPU cloud based on the NVIDIA DSX blueprint to deliver Vera Rubin–ready AI infrastructure—fast to deploy and designed to scale with the world’s growing intelligence needs.”
BAIIF will channel investment into four key areas: AI Factories built primarily on NVIDIA’s DSX Vera Rubin-ready reference design; behind-the-meter power solutions; compute infrastructure designed for governments and major global enterprises; and wider strategic opportunities across the AI value chain. The Fund intends to prioritise projects anchored by strong counterparties and contracted revenue.
As part of its initial commitments, Brookfield has secured a seed investment through a $5 billion framework agreement with Bloom Energy to deliver up to 1 GW of behind-the-meter power for data centres and AI factories. The company is also launching Radiant, a new NVIDIA Cloud Partner that will offer full-stack AI services drawing on Brookfield’s access to global land, power and data centre assets. Radiant will develop AI factories based on NVIDIA’s DSX reference design, with the aim of fast deployment and direct support for Brookfield’s Sovereign AI programmes.
Brookfield has additionally announced partnerships in France and Sweden to back national AI development plans, representing up to $30 billion in combined AI infrastructure investment.
