Brookfield’s 2025 white paper highlights AI as the next industrial revolution, projecting over $7T in infrastructure investment needs in the next decade. Growth is fueled by sovereign demand for compute, efficiency gains driving more usage, and scaling laws requiring massive power and GPUs. AI factories, advanced data centers, and behind-the-meter energy solutions are central, with GPU-as-a-service expected to grow from $30B in 2025 to $250B by 2034. Governments in Europe and North America are partnering with Brookfield to build AI hubs, while risks like grid constraints, obsolescence, and regulation demand modular, adaptable infrastructure.

Join for free to read