Brookfield Infrastructure Advances AI Investment Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
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 over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIPC is 53.00 USD with a low forecast of 53.00 USD and a high forecast of 53.00 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.
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 49.080
Low
53.00
Averages
53.00
High
53.00
Current: 49.080
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.
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
Brookfield Asset Management Stock Pullback Boosts Dividend Yield to 3.4%
- Stable Dividend Growth: Brookfield Asset Management has consistently paid dividends quarterly since its spin-off in late 2022, with the current payout rising from $0.32 to nearly $0.44 per share, reflecting an annualized growth rate of nearly 11%, showcasing the company's commitment to shareholder returns.
- Strong Market Positioning: The infrastructure and renewable energy sectors managed by Brookfield are in rapid growth, highlighted by a 20-year electricity sales agreement with Alphabet, which is expected to drive future growth of 15% to 20%, further solidifying its market position.
- Investor Appeal: With the stock trading around $52, analysts suggest it remains a buy below $55, particularly given its attractive dividend yield and growth potential, appealing to income-focused investors seeking stability.
- Market Volatility Risks: Despite Brookfield's strong fundamentals, ongoing market weakness could lead to further declines in stock price, prompting investors to remain vigilant and avoid impulsive decisions due to short-term fluctuations.
See More
Brookfield Asset Management Shares Drop 15%, Dividend Yield Increases to 3.4%
- Stock Decline: Brookfield Asset Management's shares have fallen approximately 15% since August, raising its dividend yield to 3.4%, which reflects market concerns about the broader economic outlook that may impact investor confidence.
- Dividend Growth: Since its spin-off at the end of 2022, Brookfield Asset Management has paid dividends every quarter, increasing from $0.32 to nearly $0.44 per share, representing an annual growth rate of nearly 11%, demonstrating the company's commitment to returning value to shareholders.
- Market Positioning: By managing critical infrastructure and renewable energy businesses, Brookfield Asset Management is targeting growth of 15% to 20% in the foreseeable future, indicating strong growth potential in rapidly expanding markets.
- Investment Recommendation: Despite the current stock decline, analysts suggest buying when the price is below $55, believing that its long-term growth and stable dividend returns make it a worthwhile investment.
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
Brookfield Asset Management Stock Pullback Boosts Dividend Yield to 3.4%
- Stable Dividend Growth: Brookfield Asset Management has consistently paid dividends quarterly since its spin-off in late 2022, with the current payout rising from $0.32 to nearly $0.44 per share, reflecting an annualized growth rate of nearly 11%, showcasing the company's commitment to shareholder returns.
- Strong Market Positioning: The infrastructure and renewable energy sectors managed by Brookfield are in rapid growth, highlighted by a 20-year electricity sales agreement with Alphabet, which is expected to drive future growth of 15% to 20%, further solidifying its market position.
- Investor Appeal: With the stock trading around $52, analysts suggest it remains a buy below $55, particularly given its attractive dividend yield and growth potential, appealing to income-focused investors seeking stability.
- Market Volatility Risks: Despite Brookfield's strong fundamentals, ongoing market weakness could lead to further declines in stock price, prompting investors to remain vigilant and avoid impulsive decisions due to short-term fluctuations.
See More
Brookfield Asset Management Shares Drop 15%, Dividend Yield Increases to 3.4%
- Stock Decline: Brookfield Asset Management's shares have fallen approximately 15% since August, raising its dividend yield to 3.4%, which reflects market concerns about the broader economic outlook that may impact investor confidence.
- Dividend Growth: Since its spin-off at the end of 2022, Brookfield Asset Management has paid dividends every quarter, increasing from $0.32 to nearly $0.44 per share, representing an annual growth rate of nearly 11%, demonstrating the company's commitment to returning value to shareholders.
- Market Positioning: By managing critical infrastructure and renewable energy businesses, Brookfield Asset Management is targeting growth of 15% to 20% in the foreseeable future, indicating strong growth potential in rapidly expanding markets.
- Investment Recommendation: Despite the current stock decline, analysts suggest buying when the price is below $55, believing that its long-term growth and stable dividend returns make it a worthwhile investment.
See More
