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    Does Brookfield’s US$100 Billion AI Infrastructure Fund Ambition Change The Bull Case For Brookfield (TSX:BN)?

    Simply Wall St·01/04/2026 23:23:00
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    • Brookfield Corporation has launched its inaugural AI Infrastructure Fund, targeting up to US$100.00 billion in AI-related assets, including advanced fuel cells for data centers and AI factory development, supported by its renewable power and infrastructure subsidiaries.
    • This move signals Brookfield’s intention to become a large-scale owner and operator of AI infrastructure, tying its existing energy and infrastructure platforms directly to accelerating AI-related demand.
    • We’ll now explore how Brookfield’s very large AI Infrastructure Fund ambition could reshape its investment narrative and long-term growth drivers.

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    Brookfield Investment Narrative Recap

    To own Brookfield, you need to believe in its ability to keep compounding fee-based earnings from real assets while recycling capital through asset sales at acceptable prices. The new US$100.00 billion AI Infrastructure Fund does not change the near term focus on monetizations and capital recycling, but it could amplify existing risks around financing costs and execution if market conditions or credit availability become less supportive.

    Among recent developments, the large share buyback authorization, with over CAD 1,100.00 million already deployed, is most relevant here, because it sits alongside Brookfield’s push into capital intensive AI infrastructure. Together, these moves concentrate attention on how the company balances debt issuance, refinancing activity and distributable earnings, especially if interest rates stay high or credit markets tighten.

    However, investors should be aware that Brookfield’s ability to monetize assets at attractive prices could be pressured if...

    Read the full narrative on Brookfield (it's free!)

    Brookfield's narrative projects $8.5 billion revenue and $7.2 billion earnings by 2028. This requires a 54.2% yearly revenue decline and an earnings increase of about $6.7 billion from $473.0 million today.

    Uncover how Brookfield's forecasts yield a CA$97.28 fair value, a 52% upside to its current price.

    Exploring Other Perspectives

    TSX:BN 1-Year Stock Price Chart
    TSX:BN 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community span roughly US$74.25 to US$97.28 per share, showing how differently individual investors view Brookfield. Against that wide range, Brookfield’s ambitious AI Infrastructure Fund and reliance on supportive market conditions for asset sales give you several angles on how its future performance could unfold, so it is worth comparing these contrasting viewpoints before making up your mind.

    Explore 4 other fair value estimates on Brookfield - why the stock might be worth just CA$74.25!

    Build Your Own Brookfield Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.