Investment giant Brookfield Asset Management is to launch a dedicated strategy to develop AI infrastructure.

As reported by Bloomberg, the strategy was announced in its Q2 2025 letter from CEO Bruce Flatt and president Connor Teskey to investors.

Noting Brookfield’s previously announced investment programs in France with $23bn to be dedicated to the buildout of AI infrastructure, and Sweden with a $10bn investment program for AI and cloud computing infrastructure, Flatt and Teskey wrote that the new strategy will build on this “momentum.”

“We are launching a dedicated strategy focused on the development of AI infrastructure—designed to meet the growing demand from hyperscalers, enterprises, and governments for scalable, integrated solutions,” the letter said.

“We believe AI infrastructure is one of the defining investment themes of the decade, drawing together the three Ds (digitalization, decarbonization, and deglobalization) and playing directly to our strengths. We are well-positioned to extend our leadership position. We have already deployed tens of billions into this area and see a significant pipeline of opportunities that fit our capabilities and integrated approach.”

Details about what the dedicated AI infrastructure strategy will entail were not provided, though Flatt and Teskey noted some key elements that Brookfield sees as an opportunity.

Among those, the asset manager notes its pre-existing “leading position in foundational AI infrastructure” with more than 2GW of data center capacity already developed under Brookfield.

The two wrote that they see an opportunity to provide “GPU infrastructure as a service under long-term contracts, easing the burden on corporate balance sheets” and also see “major opportunities” in adjacencies, including liquid cooling systems, fiber networks, robotics manufacturing, and recycling infrastructure.

Another key partnership identified in the shareholder letter was Brookfield’s energy framework agreement with Google, which will see Brookfield deliver up to 3GW of hydroelectric capacity across the US, starting with a $3 billion contract in Pennsylvania.

The quarter has also seen Brookfield leading equity financing for Canadian data center group 5C, providing Crusoe with a $750 million credit facility to develop its planned data centers and AI cloud platform, and the sale of a portfolio of Data4 assets for $3.6bn.

Brookfield Asset Management has more than $1 trillion in assets under management and is one of the largest investment firms in the world. The company has stakes in a number of data center and tower firms – including Centersquare and Compass in the US, Data4 in Europe, Ascenty in Latin America, Digital Connexion in India, and DCI in Australia – and is a major investor in energy infrastructure supporting the industry.