Post #524 by BreckHutHigh on the Mechanical Investing board

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Brookfield Launches $100 Billion AI Infrastructure Program

$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

NEW YORK, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Brookfield today 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 artificial intelligence (“AI”). BAIIF has already received $5 billion of capital commitments from a select group of institutional and industry partners, including Brookfield, NVIDIA and KIA.
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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.”

https://www.globenewswire.com/news-release/2025/11...

$7 Trillion in capital over the next 10 years? That's a BIG number.

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“$7 Trillion in capital over the next 10 years? That's a BIG number.“

It most certainly is. IMHO ‘we’ (as in the global ‘we’)will most certainly overshoot. My worry is how far will the overshoot be and what will the collateral waste damage be.

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“$7 Trillion in capital over the next 10 years? That's a BIG number.“

"It most certainly is. IMHO ‘we’ (as in the global ‘we’)will most certainly overshoot. My worry is how far will the overshoot be and what will the collateral waste damage be."

NVDA reported blowout earnings last night. They're estimating $3-4 Trillion in AI infrastructure spend annually by the end of the decade. The "$7 Trillion over the next 10 years" number is probably low.

From the earnings call transcript:

"We currently have visibility to $0.5 trillion in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026. By executing our annual product cadence and extending our performance leadership through full stack design, we believe NVIDIA will be the superior choice for the $3 trillion to $4 trillion in annual AI infrastructure build we estimate by the end of the decade."

https://seekingalpha.com/article/4845855-nvidia-co...

Hopefully all of that capital will be invested wisely 😉(wink wink, nudge nudge):

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