Brookfield Asset Management, NVIDIA, and the Kuwait Investment Authority (KIA) have jointly announced a $100 billion initiative to build out global artificial intelligence (AI) infrastructure. The program is anchored by the $10 billion Brookfield Artificial Intelligence Infrastructure Fund (BAIIF), which has already secured $5 billion in commitments from investors including Brookfield, NVIDIA, and KIA.
The AI Infrastructure Race
This move comes as demand for AI computing capacity surges, creating a critical bottleneck in deployment. Companies, governments, and technology firms are scrambling to secure infrastructure, making capital-intensive AI-ready assets increasingly valuable. Brookfield’s existing $100 billion portfolio in digital and clean power infrastructure gives it a unique advantage in providing rapid, turnkey solutions.
Core Investment Areas
The BAIIF will focus on four key areas:
- AI Factories: Based on NVIDIA’s DSX Vera Rubin reference design.
- Dedicated Power Solutions: Behind-the-meter solutions to address energy constraints.
- Compute Infrastructure: Integrated solutions for governments and enterprises.
- Strategic Adjacencies: Investments across the broader AI value chain.
The fund will prioritize assets with strong creditworthiness and contracted cash flows, offering institutional investors exposure to AI infrastructure with traditional investment risk profiles.
Scale of the Opportunity
Brookfield estimates that the global AI infrastructure buildout will require $7 trillion in capital over the next decade—a scale comparable to the development of modern power grids and telecommunications networks, but unfolding at an accelerated pace. The fund has already secured a $5 billion framework agreement with Bloom Energy to deploy up to 1 Gigawatt of behind-the-meter power solutions for data centers and AI factories.
Brookfield’s New Capabilities
Brookfield is also launching Radiant, a new NVIDIA Cloud Partner, to provide full-stack AI services leveraging its land, power, and data center access. The company will build AI factories based on NVIDIA’s DSX reference design, offering rapid deployment for sovereign AI programs. Partnerships in France and Sweden are already in place, with up to $30 billion in combined investment earmarked to support national AI ambitions.
Kuwait’s Strategic Shift
The KIA’s participation builds on its recent entry into the $100 billion AI Infrastructure Partnership led by BlackRock, Global Infrastructure Partners, Microsoft, and MGX. As the fifth-largest sovereign wealth fund globally with over $1 trillion in assets, KIA is now making significant plays in global AI infrastructure alongside Saudi Arabia and the UAE. The fund’s participation in multiple initiatives signals a new strategic interest for the KIA.
The move represents a clear trend among Gulf sovereign funds to secure a central role in the expansion of global AI infrastructure. This race to control critical computing capacity will reshape the future of the industry.
In short, Brookfield, NVIDIA, and KIA are betting big on the future of AI by investing heavily in the foundational infrastructure needed to power it.
