Thursday, November 20, 2025

"Brookfield launches US$100 billion AI infrastructure program with Nvidia" (BAM; NVDA)

From Reuters via Canada's BNN Bloomberg, November 19:

Brookfield Asset Management launched a US$100 billion artificial intelligence infrastructure program in partnership with Nvidia and Kuwait Investment Authority, the Canadian company said on Wednesday, as demand for computing and energy to support AI applications accelerates.

The program will be anchored by a new Brookfield Artificial Intelligence Infrastructure Fund, which is launching on Wednesday with a target of $10 billion in equity commitments.

The fund has already secured $5 billion from investors including Brookfield, chipmaker Nvidia and KIA.

Brookfield said the fund will acquire up to $100 billion of AI infrastructure assets, including energy, land, data centers and compute capacity, supported by additional co-investor capital and financing....

....MUCH MORE 

Brookfield (51%) is also, along with our preferred uranium miner, Cameco (49%), the owner of nuke-maker Westinghouse. 

Press Release, October 28, 2025

....At least $80 billion to construct new Westinghouse nuclear power reactors
Partnership will accelerate nuclear power and artificial intelligence deployment in America....

Big money.