Brookfield Bets Big on AI Infrastructure With Nvidia Tie-Up
TL;DR
Brookfield Corporation is positioning itself as a leading AI infrastructure play, launching a Brookfield AI Infrastructure Fund to deploy up to $100 billion in AI assets with seed commitments from Brookfield and Nvidia, and launching Radiant—an Nvidia cloud partner to build AI data centers. With a broad footprint in infrastructure, power, and credit, Brookfield expects strong earnings growth over the next five years. At about $46 a share, it trades at a discount to an estimated value of roughly $68 per share, with a long-term bull case near $130 by 2030, which is why it’s cited as the highest-conviction AI stock to buy now.
Topics:top-newsbusiness#ai-infrastructure#brookfield-corporation#business#cloud-services#data-centers#nvidia
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