Brookfield: Compute can be financed with infra cost of capital

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Sikander Rashid, global head of AI Infrastructure at Brookfield Asset Management (infrastructureinvestor.com/database/institutio…).

Brookfield is the largest manager in the world, according to our Infrastructure Investor 100 ranking (infrastructureinvestor.com/ii-100-brookfield-t…). It also bills itself as the world’s “largest digital infrastructure investor – with more than $100 billion invested to date – and the world’s largest private capital investor in clean energy”. Both are handy as it launches its new AI infrastructure strategy (infrastructureinvestor.com/the-pipeline-brookf…).

Unsurprisingly, we spend a lot of time talking about how that strategy will work, and why Brookfield decided to create it. A highlight of our conversation is how Brookfield intends to bring down the cost of capital for compute – via GPU-as-a-service, for example – and whether those investments will check the right infrastructure investment boxes. We also touch on the growing investment opportunity in stabilised data centres, digital sovereignty and much more.