May. 27 at 9:01 PM
$BN is not the flashiest AI stock.
But this is exactly why I like it.
Brookfield is not trying to win AI through chips, models, or software. They are playing the picks-and-shovels side of the buildout through infrastructure, power, data centers, fiber, and real assets.
This chart shows Brookfield’s infrastructure revenue growing from
$2.85B in Q2 2021 to
$6.58B in Q1 2026.
That is a 130%+ total increase with a 19%+ CAGR.
Not all of this is AI infrastructure, but part of the long-term thesis is clear:
AI needs data centers.
Data centers need power.
Power needs infrastructure.
Infrastructure needs capital.
Brookfield has the scale, assets, and capital to help fund that buildout.
That is why I started my
$BN position.
It gives me exposure to the AI infrastructure boom without needing to bet only on the most hyped names in the market.
