Brookfield Launches $100 Billion AI Infrastructure Program
Highlighting the Middle East’s dynamism and its ambition to embrace the AI revolution
This is a Press Release edited by StorageNewsletter.com on February 26, 2026 at 2:01 pmSummary:
- $100 billion investment program to be deployed across the full AI value chain
- Nvidia and KIA will each join the fund as investors and founding partners
Brookfield Corp. announced the launch of a $100 billion global AI Infrastructure program in partnership with Nvidia and the Kuwait Investment Authority (“KIA”).
Brookfield will anchor the program with the Brookfield Artificial Intelligence Infrastructure Fund (“BAIIF” or “the Fund”), which launches today with a target of $10 billion of equity commitments to invest in the backbone of AI (“AI”). BAIIF has already received $5 billion of capital commitments from a select group of institutional and industry partners, including Brookfield, Nvidia and KIA.
BAIIF, together with additional capital from its co-investors and prudent financing, will acquire up to $100 billion of AI infrastructure assets, deploying investment across every stage of the value chain-from energy and land to data centers and compute.
As one of the world’s leading owners and operators of AI infrastructure assets, with over $100 billion already invested in digital infrastructure and clean power, Brookfield is uniquely positioned to deliver integrated infrastructure solutions and critical services required to power the next gen of AI.
“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 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,” said Sikander Rashid, head, AI infrastructure, Brookfield.
“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 HPCs-and our partnership with Brookfield brings all of these elements together in a ready-to-deploy AI cloud,” said Jensen Huang, founder and CEO, 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.”
Investing in the Infrastructure Underpinning the Growth of AI
BAIIF will focus on investing in the physical infrastructure assets that underpin the delivery of AI, across four verticals: AI Factories primarily built on Nvidia’s DSX Vera Rubin-ready reference design; dedicated behind-the-meter power solutions; compute infrastructure including integrated solutions tailored for governments and leading global enterprises; and strategic adjacencies and capital partnerships across the entire AI value chain. BAIIF will prioritize investments backed by highly creditworthy counterparties and contracted cash flows.
Seed Investments
Brookfield recently secured a seed AI infrastructure investment for the Fund with the announcement of a $5 billion framework agreement with Bloom Energy to install up to 1 GW of behind the meter power solutions for data centers and AI factories. Brookfield is launching Radiant, a new Nvidia Cloud Partner, to provide full-stack AI services leveraging Brookfield’s access to scaled infrastructure, including land, power and data centers around the world. Radiant will build AI factories based on Nvidia DSX reference design to offer the fastest time to revenues and provide direct support to Brookfield’s Sovereign AI programs. Brookfield has also announced landmark partnerships in France and Sweden to support their national AI ambitions with up to $30 billion of combined AI Infrastructure investment.
Comments
The Brookfield white paper "Building the Backbone of AI" is available here.
AI is already having significant business and commercial impacts. Some of these changes will radically transform society, the way people interact, and existing productivity models. While the benefits are clear, the question remains: at what cost?
It is widely acknowledged that AI represents a new industrial revolution, and we are fortunate to be living at the heart of it.
Through various initiatives and national regulations, data control and cloud sovereignty have become critical concerns. Governments, public administrations, and investors alike now recognize their strategic importance. This creates a clear opportunity to develop nationwide IT - and consequently AI - infrastructure. AI has a personal dimension, but it also operates at enterprise and national levels.
AI is clearly strategic - but who controls it, where does it originate, and who is responsible for building it?
This ambition implies the need for strategic decision-making, committed investors, land for data center construction, reliable energy and cooling solutions - potentially including nuclear power and access to water sources such as lakes - along with high-speed connectivity and communications networks. It also requires systems, processors, memory, storage, comprehensive software stacks, and, of course, AI engines. To illustrate this, Alphabet announced recently the acquisition of Intersect Energy.
To enable countries to participate while maintaining independence, several initiatives are emerging to build AI factories, making sovereignty a central issue. The origin of components and resources is a critical consideration; however, for countries that are far from becoming serious players in this domain, this question may be out of scope - they are likely to remain users and followers. The very last info is the financial result unveiled yesterday by Nvidia with $215 billion for its FY26 which represents 6 times AMD's revenues, 4 times Intels ones, 6 times HPE and almost 2 times Dell !!
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