Brookfield Infrastructure Rides AI Boom with Massive Data Center Expansion

AI and machine learning growth has exploded, driving massive demand for data centers to provide the infrastructure needed. Over $1 trillion in data center investment is expected in the next 10 years.

Brookfield Infrastructure has invested heavily to build a leading global data center platform, acquiring assets across the Americas, Europe, and Asia Pacific. It now has interests in over 135 data centers.

Brookfield's data center platform has 750 megawatts of existing capacity but contracts to support building out another 900 megawatts over the next 3 years, enabling major FFO per share growth.

With the potential to develop over 2.3 gigawatts of additional capacity, Brookfield's data centers position it to benefit from the AI-driven boom in data infrastructure.

Brookfield Infrastructure's fast-growing data center business helps support >10% annual FFO per share growth, making it an attractive stock for long-term investors wanting AI exposure.