The AI infrastructure arms race heats up: Nvidia and Brookfield join forces to create a trillion-dollar opportunity.

Core Highlights

Recently, a major news story is quietly changing the landscape of the AI industry — the world's top infrastructure company Brookfield has teamed up with Nvidia to launch a $100 billion AI infrastructure fund, which is not just a simple financing figure.

The Logic Behind It

You may have heard of the competition in AI chips, but few people pay attention to the larger business of AI infrastructure. Simply put, chips are just the brain, but for AI to run, it also needs data centers, power, cooling systems, and the entire ecosystem of networks.

According to Brookfield's estimates, global AI infrastructure investment will reach $7 trillion over the next decade — how large is this number? Let's benchmark it against all investments in the development of the global internet.

How does this investment work

Brookfield initially raised $1 billion as startup capital and has secured $5 billion in commitments (from Nvidia, the Kuwait Investment Authority, etc.), then leveraged this $1 billion into $100 billion in asset scale — a typical infrastructure fund strategy.

The investment direction is very clear:

AI Factory (Dedicated Data Center) → Designed based on Nvidia's latest DSX standard

Power Solutions → Collaborate with Bloom Energy to deploy fuel cells, starting with an installed capacity of 1GW.

Computing Power Infrastructure → Full-Stack GPU Cloud Services

Existing Project Implementation

• France & Sweden: Committed to invest $30 billion in AI infrastructure
• A certain location in Europe: The Bloom Energy fuel cell solution is about to be deployed.
• Radiant Cloud Services: New Nvidia Official Cloud Partner

Why is this wave so important

The shortage of AI chips is already a consensus, but the next bottleneck is where to place the AI chips—without enough data centers, stable power supply, and cooling systems, having more GPUs is useless. Brookfield's move is stuck at a critical point in the industrial chain.

Interestingly, Nvidia not only invests in this fund but also defines infrastructure standards (DSX design), effectively acting as both a participant and a standard-setter — a position that is quite rare.

Underlying Trends

From chips → data centers → electricity, the AI industry chain is shifting from the “chip war” to the “infrastructure war.” Companies that can control these key assets will have significant influence in the future.