Trillion-dollar asset manager Brookfield places one of the largest numbers yet on the AI buildout, saying that trillions in fresh capital will be required to finance the sector’s rapid expansion.
Brookfield Asset Management’s chief financial officer, Hadley Peer Marshall, estimates that $7 trillion in investments is needed to fund the AI infrastructure buildout, reports Bloomberg.
The projection comes as fellow asset manager Blackstone reveals a rare investment play that presents a chance for exceptional, long-term returns that may not be seen again for a very long time.
In a video update, the $1.21 trillion firm estimates that up to $2 trillion in investments will be needed for data centers globally over the next five years.
“We see investing in data centers as a generational investment opportunity where we can partner with many of the largest technology companies to help them achieve their AI dreams.
As more and more capital is invested in the sector, we see a very clear window for Blackstone to be a leader in the sector. The scale of each data center continues to increase year after year.
We’re now seeing where the next generation of data centers can approximate $10 to $20 billion a piece.”
The biggest players in the AI-driven data center boom are the hyperscalers and the landlords who house their infrastructure. Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL), Meta (META), and Oracle (ORCL) are pouring tens of billions into new facilities to power AI workloads, creating a steady pipeline of demand for colocation giants Equinix (EQIX) and Digital Realty (DLR). These firms dominate the global data center REIT (real estate investment trust) space, providing the backbone real estate where cloud clusters and AI supercomputers are built.
On the supply side, semiconductor makers stand to capture the lion’s share of hardware spending. Nvidia (NVDA) has become the face of the AI data center buildout with its GPUs, while Advanced Micro Devices (AMD) and Intel (INTC) are racing to grab share with their own accelerators. Broadcom (AVGO) and Marvell Technology (MRVL) supply the networking silicon needed to move data at scale, and Micron Technology (MU) and Taiwan Semiconductor (TSM) play critical roles in memory and chip production.
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