Brookfield launched a $100B AI infrastructure fund.

NVIDIA and Kuwait's SWF are founding partners.

Launched in November 2025 as the anchor of a broader $100B global program, Brookfield's AI Infrastructure Fund (BAIIF) is a dedicated private-markets vehicle for the physical backbone of AI.

Power, land, data centres, and compute.

- $10B equity target ($5B committed at launch)
- Up to $100B in total investment capacity
- NVIDIA provides technology and chip access
- Kuwait Investment Authority anchors capital
- Brookfield already has $100B+ in AI infrastructure

Brookfield isn't starting from zero. It already owns the land, power relationships, and permitting track record that AI infrastructure demands.

The fund targets contracted, long-duration cash flows - investment-grade counterparties, take-or-pay structures, no venture-style technology risk.

Brookfield estimates the AI infrastructure opportunity at $7 trillion over the next decade.

- $2T in AI factories
- $4T in compute infrastructure
- $0.5T in power and transmission

The platform company is Radiant.

A vertically integrated AI infrastructure and cloud business, built as an NVIDIA Cloud Partner, owning GPUs, powered land, and data centres under contracts exceeding five years.

AI runs on electricity, land, and compute.

Brookfield just raised $100B to own all three.

Is infrastructure the best way to play the AI boom?