Brookfield Infrastructure: Pioneer of the Digital Future

Brookfield Infrastructure has skillfully established itself as a heavyweight in the field of global economic infrastructure. With stable and growing cash flows from investments in utilities, energy storage, transportation, and data infrastructure, the company has been able to pay dividends to its shareholders annually since its founding 15 years ago. These dividends have impressively been increased by an average of 9% per year, accumulating to more than 10 billion dollars paid out to investors. Looking optimistically to the future, Brookfield sees a huge new investment opportunity in AI infrastructure. The accelerated expansion opportunities promise rapid company growth. Sam Pollock, CEO of Brookfield Infrastructure, highlights in his letter to shareholders that AI infrastructure is emerging as a new digital asset class. This segment includes, among others, the manufacturing of semiconductors, computing-as-a-service, energy management, and autonomous transport systems. The market is estimated to exceed eight trillion dollars in the next three to five years. Brookfield sees itself well positioned to be a leader in digitization and AI infrastructure. Over the years, Brookfield has repeatedly created new investment platforms to increase its growth potential. Originally starting with electricity transmission investments in Chile, Brazil, and Canada, as well as forestry lands in the USA and Canada, the company now owns 45 infrastructure operations worldwide. Its recent move into data infrastructure has perfectly positioned it to benefit from the megatrends of digitization and AI infrastructure. Through a series of acquisitions, Brookfield now possesses a leading global data center platform with over 140 locations, as well as telecommunications towers and fiber optic networks. Future growth promises a record pipeline of organic growth projects worth nearly 8 billion dollars. The majority of this, 5.5 billion dollars, is allocated to the data infrastructure sector, including a 3.9 billion dollar investment in a U.S. semiconductor facility and 1.2 billion dollars to expand the global data center platform.