Brookfield Launches $100 Billion AI Infrastructure Fund
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 03 2026
0mins
Should l Buy BN?
Source: NASDAQ.COM
- Investment Opportunity: Brookfield Corporation's inaugural AI Infrastructure Fund aims to raise $10 billion, with a goal to acquire up to $100 billion in AI infrastructure assets, showcasing its ambitious vision in the AI sector.
- Initial Investments: The fund's initial investments include $5 billion in advanced fuel cells from Bloom Energy to provide power solutions for AI data centers, further driving the adoption of AI technologies.
- Earnings Growth Expectations: Brookfield anticipates a 25% compound annual growth rate in earnings per share over the next five years, indicating strong confidence in its AI infrastructure investments and the potential to double its capital by the end of the decade.
- Strategic Partnerships: The collaboration with Nvidia and the Kuwait Investment Authority to support the fund highlights Brookfield's strategic intent in the AI infrastructure space, aiming to leverage the potential of AI technologies for long-term growth.
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Analyst Views on BN
Wall Street analysts forecast BN stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 47.670
Low
36.00
Averages
49.91
High
59.00
Current: 47.670
Low
36.00
Averages
49.91
High
59.00
About BN
Brookfield Corporation is a Canada-based global investment firm focused on building long-term wealth for institutions and individuals around the world. The Company has three core businesses: Alternative Asset Management, Wealth Solutions, and its Operating Businesses, which are in renewable power, infrastructure, business and industrial services, and real estate. Its Asset Management business includes managing long-term private funds, perpetual strategies and liquid strategies on behalf of its investors and itself. The Company's Wealth Solutions business includes its equity accounted interest in Brookfield Wealth Solutions Ltd. Its renewable power and transition business includes the ownership, operation and development of hydroelectric, wind, utility-scale solar power generating assets, distributed energy, and sustainable solutions. The Company’s infrastructure business includes the ownership, operation and development of utilities, transport, midstream, and data assets.
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.
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- Market Volatility Response: Hall's decision to hold these stocks demonstrates adaptability to market volatility, emphasizing that investors need patience and conviction to navigate short-term fluctuations in uncertain economic environments.
- Strong Fundamentals: MercadoLibre, Brookfield, and Berkshire Hathaway exhibit robust fundamentals, and Hall believes these companies will continue to perform well in future economic recoveries, potentially delivering substantial returns for investors.
- Long-Term Investment Philosophy: Hall stresses that a long-term investment philosophy is crucial for success, particularly when facing market downturns, as holding quality assets can effectively mitigate risks and enhance wealth accumulation.
See More
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- Holding Confidence: Jason Hall expresses his intention to hold MercadoLibre, Brookfield Corporation, and Berkshire Hathaway through potential future stock market crashes, indicating strong confidence in their long-term growth potential.
- Investment Return Comparison: The Motley Fool Stock Advisor highlights past recommendations like Netflix and Nvidia, which yielded returns of 414,554% and 1,120,663% respectively, showcasing their stock-picking prowess and increasing interest in Brookfield Corporation.
- Superior Market Performance: With an average return of 884% for Stock Advisor compared to 193% for the S&P 500, this demonstrates the team's success in stock selection, potentially offering investors higher return opportunities.
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- Asset Management Performance: The asset management segment grew its fee-bearing capital to $603 billion, driving a 22% increase in fee-related earnings to $3 billion, indicating robust performance and heightened market demand in asset management.
- Infrastructure Investment Opportunities: Brookfield estimates a need for $7 trillion in global investments over the next decade for data centers and power infrastructure, actively positioning itself in AI infrastructure through partnerships with companies like NVIDIA, demonstrating its forward-looking investment strategy.
- Shareholder Returns Enhancement: The company repurchased over $1 billion in shares last year and recently raised its dividend by 17%, which not only boosts shareholder confidence but also reflects the company's commitment to future growth and value creation.
See More
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- Dividend Increase: The Board declared a 17% increase in the quarterly dividend to $0.07 per share, payable on March 31, 2026, which not only enhances shareholder returns but also reflects the company's ongoing profitability and stable cash flow.
- Share Repurchase Program: The company repurchased over $1 billion of its shares in 2025, demonstrating confidence in its intrinsic value, as shares were bought back at an average price of $36, approximately 50% below its intrinsic value of $68, creating significant value for shareholders.
- Record Asset Monetization: Brookfield completed a record $91 billion in asset monetizations in 2025 across real estate, infrastructure, and renewable energy sectors, reflecting improved market sentiment and strong demand for high-quality assets.
See More
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- Dividend Increase: The Board declared a 17% increase in the quarterly dividend to $0.07 per share, equating to $0.28 annually, payable on March 31, 2026, which enhances shareholder returns and attracts more investors.
- Strategic Partnership: Brookfield has partnered with Qatar on a $20 billion AI investment venture, showcasing the company's strategic positioning in cutting-edge technology and aiming to capitalize on rapid growth opportunities in the AI sector.
- Market Outlook: With strong growth in its asset management business and an increased dividend, Brookfield is viewed as a potential $100 stock, reflecting market optimism about its future development.
See More
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- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
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