Brookfield Infrastructure Advances AI Investment Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy BIPC?
Source: NASDAQ.COM
- Investment Opportunity: The world needs to invest a staggering $7 trillion over the next decade to support AI adoption, and Brookfield Infrastructure is actively engaging in this once-in-a-generation investment opportunity, which includes AI factories, compute infrastructure, and power transmission.
- Funds Growth Performance: In 2025, Brookfield's funds from operations grew by 6%, driven by inflation-driven rate increases, volume growth across its infrastructure networks, and over $1.5 billion in new capital projects, demonstrating its robust cash flow generation capabilities.
- Data Center Expansion: The company commissioned 220 megawatts of new data center capacity last year, leading to over a 50% increase in funds from operations in its data infrastructure segment, and it now operates approximately 1.2 gigawatts of data center capacity globally, showcasing strong growth potential in the data services market.
- Innovative Energy Solutions: Brookfield completed its first project under a $5 billion framework agreement with Bloom Energy, installing 55 megawatts of advanced fuel cell technology at a U.S. data center, with plans to deploy another 230 megawatts of capacity by mid-2027, further solidifying its leadership in energy infrastructure.
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Analyst Views on BIPC
Wall Street analysts forecast BIPC stock price to rise
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 50.080
Low
53.00
Averages
53.00
High
53.00
Current: 50.080
Low
53.00
Averages
53.00
High
53.00
About BIPC
Brookfield Infrastructure Corporation is a global infrastructure company. It owns and operates assets in the utilities, transport, midstream and data sectors across the Americas, Asia Pacific and Europe. Its operations include a United Kingdom-regulated distribution operation, a Brazilian regulated gas transmission operation and a global intermodal logistics operation. Its regulated gas transmission operation in Brazil operates over 2,000 kilometers of natural gas transportation pipelines in the states of Rio de Janeiro, Sao Paulo and Minas Gerais. Its regulated distribution operation is the independent last-mile, multi-utility connection provider, with approximately 4.5 million connections. Its global intermodal logistics operation is the lessor of intermodal containers with a fleet of four million containers representing seven million twenty-foot equivalent units. Operations include the acquisition, leasing, re-leasing, and subsequent sale of multiple types of intermodal containers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
The Allure of Passive Income Investments
- Infrastructure Investment Returns: Brookfield Infrastructure generated $2.6 billion in cash flow last year, paying out about 75% in dividends, with a current yield of 3.6%, which is three times that of the S&P 500, demonstrating its stable cash flow and long-term growth potential.
- Consistent Dividend Growth: Enterprise Products Partners increased its dividend by 2.8% over the past year, extending its growth streak to 27 consecutive years, and expects to invest at least $2.5 billion in expansion projects this year to support future cash flow and dividend growth.
- Stability of REITs: Realty Income has declared dividends for 667 consecutive months since its inception, increasing payouts every year for 31 years, with a current yield of 5%, showcasing its strong financial health and ability to sustain growth.
- Diversified Investment Strategy: Realty Income strategically invests in high-quality logistics and gaming properties, leveraging a $14 trillion market opportunity to ensure future income growth, thereby supporting its ongoing dividend policy.
See More
Three High-Yield Stocks Continue Dividend Growth
- Brookfield Infrastructure: The company has delivered its 17th consecutive annual dividend increase, recently raising its dividend by 6%, with last year's cash flow reaching $2.6 billion, of which about 75% was paid out in dividends, and a current yield of 3.6%, three times that of the S&P 500, indicating strong cash flow stability and growth potential.
- Enterprise Products Partners: As a leading U.S. energy midstream company, it has increased its distribution for 27 consecutive years, with a recent 2.8% increase, and plans to complete $6 billion in expansion projects by 2026, which is expected to drive earnings growth and support future distribution increases.
- Realty Income: This REIT has declared 667 consecutive monthly dividends and increased its payout for 113 straight quarters, with a current yield of 5%, and its conservative payout ratio and strong balance sheet enable continued investment in income-generating properties, supporting future dividend growth.
- Investment Opportunities: The high-yield dividends from Brookfield, Enterprise Products, and Realty Income attract investors, and as these companies continue to increase their dividends, investors' passive income steadily grows, aiding in the pursuit of financial freedom.
See More
Brookfield Infrastructure Invests in AI Infrastructure
- Investment Opportunity: The world needs a staggering $7 trillion in infrastructure investment over the next decade to support AI adoption, highlighting the urgent market demand for AI infrastructure across various sectors.
- Brookfield's Growth: Brookfield Infrastructure achieved a 6% increase in funds from operations in 2025, driven by inflation-related rate hikes and over $1.5 billion in new capital projects, demonstrating its strong performance in the infrastructure sector.
- Data Center Expansion: The company commissioned 220 megawatts of new data center capacity last year, leading to over a 50% increase in funds from operations in its data infrastructure segment, underscoring its leadership in AI infrastructure.
- Future Growth Potential: Brookfield expects to accelerate growth as it plans to deploy an additional 230 megawatts of capacity for data center customers by 2027, further solidifying its strategic position in AI infrastructure investments.
See More
Brookfield Infrastructure Advances AI Investment Strategy
- Investment Opportunity: The world needs to invest a staggering $7 trillion over the next decade to support AI adoption, and Brookfield Infrastructure is actively engaging in this once-in-a-generation investment opportunity, which includes AI factories, compute infrastructure, and power transmission.
- Funds Growth Performance: In 2025, Brookfield's funds from operations grew by 6%, driven by inflation-driven rate increases, volume growth across its infrastructure networks, and over $1.5 billion in new capital projects, demonstrating its robust cash flow generation capabilities.
- Data Center Expansion: The company commissioned 220 megawatts of new data center capacity last year, leading to over a 50% increase in funds from operations in its data infrastructure segment, and it now operates approximately 1.2 gigawatts of data center capacity globally, showcasing strong growth potential in the data services market.
- Innovative Energy Solutions: Brookfield completed its first project under a $5 billion framework agreement with Bloom Energy, installing 55 megawatts of advanced fuel cell technology at a U.S. data center, with plans to deploy another 230 megawatts of capacity by mid-2027, further solidifying its leadership in energy infrastructure.
See More
Brookfield Infrastructure and Others Offer Over 3% Dividend Yields
- Brookfield Infrastructure: Brookfield Infrastructure offers a dividend yield of approximately 3.8%, supported by a diverse portfolio that generates stable cash flows, with $7.8 billion in capital projects expected to be completed in the next two to three years, enhancing its dividend sustainability and operational expansion.
- ExxonMobil Earnings Growth: ExxonMobil's dividend yield is just over 3%, with expectations of $25 billion in earnings growth and $35 billion in cash flow growth by 2030, leveraging its strong balance sheet to maintain its leading position in the industry and continue increasing dividends.
- Prologis Steady Growth: Prologis has a dividend yield of 3.2%, backed by stable cash flows from long-term leases, enabling a 13% compound annual growth rate in dividends over the past five years, showcasing its financial flexibility and potential for expansion in logistics and data center investments.
- High-Quality Dividend Stocks: Brookfield Infrastructure, ExxonMobil, and Prologis all provide dividend yields exceeding 3%, supported by robust business fundamentals and financial profiles, making them attractive dividend stocks for investors seeking reliable income streams.
See More
Brookfield Infrastructure Plans 5%-9% Annual Dividend Increase
- Dividend Growth Outlook: Brookfield Infrastructure plans to increase its dividend by 5% to 9% annually, supported by stable cash flows and a robust infrastructure portfolio, which is expected to attract more investor interest.
- Profitability Enhancement: ExxonMobil anticipates delivering $25 billion in earnings growth and $35 billion in cash flow growth by 2030, supporting its 42 consecutive years of dividend increases, showcasing its strong profitability in the oil and gas sector.
- REIT Stability: Prologis boasts a 3.2% dividend yield, with long-term lease agreements ensuring stable cash flows, which are expected to continue driving dividend growth, reflecting its strong performance in logistics real estate.
- Market Appeal: Despite the S&P 500's dividend yield nearing historical lows, companies like Brookfield, ExxonMobil, and Prologis offer dividend yields exceeding 3%, providing investors with safe income opportunities.
See More
The Allure of Passive Income Investments
- Infrastructure Investment Returns: Brookfield Infrastructure generated $2.6 billion in cash flow last year, paying out about 75% in dividends, with a current yield of 3.6%, which is three times that of the S&P 500, demonstrating its stable cash flow and long-term growth potential.
- Consistent Dividend Growth: Enterprise Products Partners increased its dividend by 2.8% over the past year, extending its growth streak to 27 consecutive years, and expects to invest at least $2.5 billion in expansion projects this year to support future cash flow and dividend growth.
- Stability of REITs: Realty Income has declared dividends for 667 consecutive months since its inception, increasing payouts every year for 31 years, with a current yield of 5%, showcasing its strong financial health and ability to sustain growth.
- Diversified Investment Strategy: Realty Income strategically invests in high-quality logistics and gaming properties, leveraging a $14 trillion market opportunity to ensure future income growth, thereby supporting its ongoing dividend policy.
See More
Three High-Yield Stocks Continue Dividend Growth
- Brookfield Infrastructure: The company has delivered its 17th consecutive annual dividend increase, recently raising its dividend by 6%, with last year's cash flow reaching $2.6 billion, of which about 75% was paid out in dividends, and a current yield of 3.6%, three times that of the S&P 500, indicating strong cash flow stability and growth potential.
- Enterprise Products Partners: As a leading U.S. energy midstream company, it has increased its distribution for 27 consecutive years, with a recent 2.8% increase, and plans to complete $6 billion in expansion projects by 2026, which is expected to drive earnings growth and support future distribution increases.
- Realty Income: This REIT has declared 667 consecutive monthly dividends and increased its payout for 113 straight quarters, with a current yield of 5%, and its conservative payout ratio and strong balance sheet enable continued investment in income-generating properties, supporting future dividend growth.
- Investment Opportunities: The high-yield dividends from Brookfield, Enterprise Products, and Realty Income attract investors, and as these companies continue to increase their dividends, investors' passive income steadily grows, aiding in the pursuit of financial freedom.
See More
Brookfield Infrastructure Invests in AI Infrastructure
- Investment Opportunity: The world needs a staggering $7 trillion in infrastructure investment over the next decade to support AI adoption, highlighting the urgent market demand for AI infrastructure across various sectors.
- Brookfield's Growth: Brookfield Infrastructure achieved a 6% increase in funds from operations in 2025, driven by inflation-related rate hikes and over $1.5 billion in new capital projects, demonstrating its strong performance in the infrastructure sector.
- Data Center Expansion: The company commissioned 220 megawatts of new data center capacity last year, leading to over a 50% increase in funds from operations in its data infrastructure segment, underscoring its leadership in AI infrastructure.
- Future Growth Potential: Brookfield expects to accelerate growth as it plans to deploy an additional 230 megawatts of capacity for data center customers by 2027, further solidifying its strategic position in AI infrastructure investments.
See More
Brookfield Infrastructure Advances AI Investment Strategy
- Investment Opportunity: The world needs to invest a staggering $7 trillion over the next decade to support AI adoption, and Brookfield Infrastructure is actively engaging in this once-in-a-generation investment opportunity, which includes AI factories, compute infrastructure, and power transmission.
- Funds Growth Performance: In 2025, Brookfield's funds from operations grew by 6%, driven by inflation-driven rate increases, volume growth across its infrastructure networks, and over $1.5 billion in new capital projects, demonstrating its robust cash flow generation capabilities.
- Data Center Expansion: The company commissioned 220 megawatts of new data center capacity last year, leading to over a 50% increase in funds from operations in its data infrastructure segment, and it now operates approximately 1.2 gigawatts of data center capacity globally, showcasing strong growth potential in the data services market.
- Innovative Energy Solutions: Brookfield completed its first project under a $5 billion framework agreement with Bloom Energy, installing 55 megawatts of advanced fuel cell technology at a U.S. data center, with plans to deploy another 230 megawatts of capacity by mid-2027, further solidifying its leadership in energy infrastructure.
See More
Brookfield Infrastructure and Others Offer Over 3% Dividend Yields
- Brookfield Infrastructure: Brookfield Infrastructure offers a dividend yield of approximately 3.8%, supported by a diverse portfolio that generates stable cash flows, with $7.8 billion in capital projects expected to be completed in the next two to three years, enhancing its dividend sustainability and operational expansion.
- ExxonMobil Earnings Growth: ExxonMobil's dividend yield is just over 3%, with expectations of $25 billion in earnings growth and $35 billion in cash flow growth by 2030, leveraging its strong balance sheet to maintain its leading position in the industry and continue increasing dividends.
- Prologis Steady Growth: Prologis has a dividend yield of 3.2%, backed by stable cash flows from long-term leases, enabling a 13% compound annual growth rate in dividends over the past five years, showcasing its financial flexibility and potential for expansion in logistics and data center investments.
- High-Quality Dividend Stocks: Brookfield Infrastructure, ExxonMobil, and Prologis all provide dividend yields exceeding 3%, supported by robust business fundamentals and financial profiles, making them attractive dividend stocks for investors seeking reliable income streams.
See More
Brookfield Infrastructure Plans 5%-9% Annual Dividend Increase
- Dividend Growth Outlook: Brookfield Infrastructure plans to increase its dividend by 5% to 9% annually, supported by stable cash flows and a robust infrastructure portfolio, which is expected to attract more investor interest.
- Profitability Enhancement: ExxonMobil anticipates delivering $25 billion in earnings growth and $35 billion in cash flow growth by 2030, supporting its 42 consecutive years of dividend increases, showcasing its strong profitability in the oil and gas sector.
- REIT Stability: Prologis boasts a 3.2% dividend yield, with long-term lease agreements ensuring stable cash flows, which are expected to continue driving dividend growth, reflecting its strong performance in logistics real estate.
- Market Appeal: Despite the S&P 500's dividend yield nearing historical lows, companies like Brookfield, ExxonMobil, and Prologis offer dividend yields exceeding 3%, providing investors with safe income opportunities.
See More
