Written by Massive AI Shift: Canada Teams With Nvidia
Brookfield Asset Management, the Canadian global alternative-asset firm, is making a decisive push into AI infrastructure — and it couldn’t be more timely. The company recently launched a $100 billion AI-Infrastructure Program in partnership with NVIDIA and the Kuwait Investment Authority. This move aims to build critical AI infrastructure across the full value chain: data centers, power generation, land acquisitions, and compute facilities.
At the heart of this strategy is Brookfield’s Artificial Intelligence Infrastructure Fund (BAIIF), which is targeting $10 billion in equity commitments to activate up to $100 billion of AI-related assets. Notably, Brookfield has locked in $5 billion of that from lead investors, including both NVIDIA and the Kuwait Investment Authority. As NVIDIA’s CEO Jensen Huang explained, the partnership brings together Brookfield’s real-world infrastructure — land, power, purpose-built data facilities — with NVIDIA’s GPU-based AI cloud design.
Brookfield is also capitalizing on its energy-asset strengths. It has forged a $5 billion agreement with Bloom Energy to build clean, on-site power using fuel-cell technology to power its future AI “factories” and data centers. These “AI factories” are designed around NVIDIA’s DSX Vera Rubin architecture, optimized for large-scale training and inference. To complement this, Brookfield is launching a full-stack AI cloud brand called Radiant, offering enterprises and governments custom AI compute solutions on top of its infrastructure.
Mark Carney, serving as Vice-Chair of Brookfield and its ESG & Impact Investing lead, is central to this vision. He brings his sustainability and climate-finance background to the table, helping shape Brookfield’s mission to build AI infrastructure that’s not just powerful, but also aligned with long-term environmental and social goals.
In parallel, Canada’s defence strategy is heating up. Swedish firm Saab has offered its GlobalEye airborne early warning system to Canada, proposing a high-tech surveillance capability built on Bombardier’s Canadian-made aircraft. This development dovetails with Brookfield’s broader infrastructure ambitions, as Canada considers future-proofing its strategic capabilities through investments in both AI and advanced defence systems.
Together, these threads — Brookfield’s AI fund, its strategic use of NVIDIA tech, Carney’s leadership, and Canada’s growing sovereign defence ambitions — illustrate a powerful convergence. This isn’t just investment in compute or real estate; it’s a roadmap for how AI infrastructure, energy, and national security could be built from the ground up, anchored in real-world assets and long-term vision.