Brookfield – Building the Backbone of AI, Aug 2025

The main theme of the document is the investment opportunities in infrastructure that will support the development of artificial intelligence (AI) as the next industrial revolution.

Key findings include that AI can significantly reduce marginal costs in producing essential resources, leading to an 'Era of Abundance.' AI-based automation could lead to significant global GDP growth, potentially reaching $10 trillion in annual economic productivity gains over the next decade. Total spending on AI-related infrastructure is expected to exceed $7 trillion in the next 10 years. The growth of AI will be supported by sovereign demand for local computing power and cheaper computational resources, driving greater demand for AI.