Brookfield
Infrastructure investor that owns power and data centre assets, and runs a $100B AI infrastructure program.
- Growth
- AI infrastructure program of up to $100B, with $10B equity target and $5B committed (launched with Nvidia and KIA)
- Based in
- Toronto, Canada
- Founded
- 1899
- Listed
- Public (BN)
It owns the power that AI sites need, so it can fund generation as well as buildings.
Its deployment figures are not yet public, so the $100B is a target.
Money coming in
Who pays Brookfield, and for what.
No customers of Brookfield mapped yet.
Money going out
Who Brookfield pays to do what it does.
funds up to $5B of fuel cell power for AI data centres through its AI infrastructure program
storagenewsletter.compartnership to fund and deploy Bloom fuel cells
nasdaq.com
Where it sits on the map
Competitors and neighbours
Private credit and investment firm that funds data centres and their leases, with a large Meta joint venture.
Took 80% of Meta's Hyperion data centre joint venture
Open profileLarge bond investor, owned by Allianz, that buys the debt behind AI data centres.
BlackRock took $3B of the Hyperion bonds
Open profileUS data centre operator owned by Blackstone, and one of the largest in the country.
Blackstone bought QTS for about $10B in 2021
Open profileAlternative asset manager that lends against GPU fleets and data centres, often through leases.
Committed $3.5B toward a $5.4B deal for Nvidia chips leased to xAI (reported)
Open profileWorld's largest asset manager, which buys AI infrastructure debt and owns GIP, a buyer of data centres.
Bought $3B of the Hyperion bonds (US press reports)
Open profileLargest alternative asset manager, with a large data centre platform through QTS and others.
Data centre platform about $185B including projects under construction (Q2 2026, internal valuation)
Open profileAbu Dhabi AI investment fund, backing Stargate and AI data centres in the US, UAE and Europe.
Reported to have closed nearly $50B from investors in July 2026, targeting $100B
Open profileJapanese investor with a large OpenAI stake and a role in the Stargate project.
Completed a $41B investment in OpenAI for about an 11% stake (Dec 2025)
Open profileVehicle that buys Nvidia GB200 chips and leases them to an xAI subsidiary, financed by Apollo.
Apollo committed $3.5B toward a $5.4B deal (reported)
Open profileSources: storagenewsletter.com
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