Brookfield Corporation to Acquire Over $100 Billion in AI Infrastructure Assets Through First Fund
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Source: NASDAQ.COM
- AI Infrastructure Investment: Brookfield Corporation aims to acquire over $100 billion in assets through its inaugural AI infrastructure fund, positioning itself to capitalize on a projected $7 trillion opportunity in AI infrastructure over the next decade, highlighting its strong investment potential in this sector.
- Data Center Development: Prologis has initiated $2 billion in data center development projects since 2023, with current projects representing 300 megawatts of power capacity, and estimates it can invest $30 billion to $50 billion over the next decade, potentially creating $7.5 billion to $25 billion in shareholder value by leveraging its logistics facility expertise.
- Clean Energy Contracts: NextEra Energy has signed 2.5 gigawatts of clean energy contracts with Meta Platforms and is collaborating with Google to accelerate nuclear energy deployment, including plans to restart a dormant 615-megawatt nuclear power plant by early 2029, showcasing its leadership in supporting AI data centers.
- Collaborative Data Center Development: NextEra Energy is working with Google and ExxonMobil to develop multiple gigawatt-scale data center campuses and a 1.2-gigawatt gas plant, further solidifying its market position in clean energy and data center infrastructure.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
Analyst Views on BN
Wall Street analysts forecast BN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BN is 49.91 USD with a low forecast of 36.00 USD and a high forecast of 59.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 47.420
Low
36.00
Averages
49.91
High
59.00
Current: 47.420
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.
Fundraising and Deal-Making to Drive Earnings for Private Asset Managers
Year-End Reporting: Big private asset managers are starting to report their year-end results.
Morgan Stanley Analysts' Focus: Analysts at Morgan Stanley will be particularly interested in two key aspects during these reports.
Continue Reading
Sather Financial Increases Stake in Paycom Software Amid Declining Valuation
- Increased Stake: Sather Financial Group disclosed in an SEC filing on January 26, 2026, that it purchased an additional 18,035 shares of Paycom Software for $3.20 million during Q4, although the total position value decreased by $9.32 million due to share price fluctuations, indicating market uncertainty.
- Ownership Proportion Change: As of December 31, 2025, Sather's stake in Paycom rose to 2.3%, representing a significant portion of its $1.86 billion reportable U.S. equity AUM, reflecting continued confidence in the company.
- Market Performance: As of January 23, 2026, Paycom's shares were priced at $152.29, down 25.3% over the past year and underperforming the S&P 500 by 38.3 percentage points, highlighting the growth challenges faced by the company.
- Valuation Attractiveness: Despite Paycom's stock price declining over 60% in the past five years, its current P/E ratio of about 19 is significantly lower than the pandemic peak of 150, potentially offering a more attractive entry point for long-term investors.
Continue Reading