Brookfield Asset Management
AI overview
Sign in and the AI will write an overview from our coverage.
Headlines · 2
- US Energy Dept. announces $100B AI data center campus on former Kentucky uranium site
The US Department of Energy announced a $100 billion private investment plan to convert a Cold War-era uranium enrichment site in western Kentucky into a large AI and high-performance computing campus. According to Sina Finance, Brookfield Asset Management will build a 1.8 GW data center campus, while NextEra Energy will develop 2 GW of natural gas generation plus 2.6 GW of battery storage alongside it. Construction is planned in phases through 2032 and is expected to create roughly 8,000 construction jobs and 600 permanent operating jobs, though financing costs, power supply and permitting are cited as the sector's main constraints.
36氪快讯 · 🔥 0 - Data centre chiefs: power and talent, not chips, limit AI buildout
Executives from NTT Data, Brookfield Asset Management and Infosys said at Bloomberg's New Economy Forum in New Delhi that electricity and skilled labour, not chips, now limit how fast AI data centres are built. NTT Data CEO Abhijit Dubey said an electrician in the US earns about $200,000 and equipment can take up to 42 weeks to source, while European grid connections in congested markets run to ten years or more — Amsterdam around a decade and Frankfurt waiting until the 2030s. Denmark's grid operator paused new connections in March with roughly 60GW of projects queued against peak demand near 7GW. Brookfield's Connor Teskey said demand will outstrip supply past the end of the decade and rejected the bubble case, citing long take-or-pay contracts; the IMF's Global Financial Stability Report counted 14 circular deals since 2023, about $300B of equity and $650B of debt backing $1.4T of future revenue promises. Infosys' Salil Parekh flagged a Western backlash, and Scotland's governing party voted to freeze new builds.
Bloomberg Technology · 🔥 0
Experience and discussion from the community
Share my Brookfield Asset Management experienceAsk about Brookfield Asset Management
Nobody has shared their experience with Brookfield Asset Management yet.