Brookfield has been quietly positioning itself at the center of the AI infrastructure buildout.
$NVIDIA(NVDA)$ just announced a partnership with Brookfield, Apollo, BlackRock, Blackstone, Goldman Sachs and KKR to help mobilize over $500 BILLION of third-party capital for AI infrastructure.
Brookfield CEO Bruce Flatt put it this way: "Compute is fast becoming the essential layer of infrastructure and a core pillar of the Brookfield AI infrastructure strategy."
AI isn't just a semiconductor story. Someone has to finance, build and operate the infrastructure behind it.
$Brookfield Corp(BN)$ is becoming one of my favorite ways to play that side of the AI boom.
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