Connor Teskey, CEO of Brookfield Asset Management, expects demand for compute and energy infrastructure to exceed supply through the end of the decade and beyond. He describes the imbalance as structural, projecting demand to outstrip supply by three to ten times rather than percentages. Brookfield launched a $100 billion global AI infrastructure program in November 2025, with a flagship fund targeting $10 billion in equity backed by Nvidia and the Kuwait Investment Authority. The firm estimates the global AI buildout could reach $7 trillion over the next ten years. On power, the US needs approximately 100 GW of additional capacity while the current grid can supply only about 30 GW.
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