Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring

Number of Hedge Funds: 47

Top Pick Of: Bill Ackman — Pershing Square Capital

Brookfield (NYSE:BN) has softly go an indirect play connected the AI infrastructure buildout, acknowledgment to its vulnerability to power. AI information centers devour tremendous amounts of electricity, and Brookfield is positioned to proviso it. It has a model statement to supply 10.5 gigawatts of powerfulness to Microsoft. It besides has a abstracted woody to proviso 3,000 megawatts to Alphabet, with that Google declaration valued astatine astir $3 cardinal implicit its lifetime.

Digital infrastructure is different piece. Through its infrastructure portfolio, Brookfield operates astir 150 information centers, 308,000 telecom sites, and 77,000 kilometers of fibre optic networks. These assets are progressively tied to AI maturation and hyperscaler expansion.

The plus absorption concern adds a furniture of stability. Brookfield Asset Management oversees astir $1.2 trillion successful assets nether management, with astir $603 cardinal successful fee-bearing capital. Around 87% of that superior is semipermanent oregon perpetual, supporting dependable and recurring interest income.

Brookfield is besides moving into AI infrastructure financing. It is progressive successful large-scale superior deployment alongside large exertion players including Nvidia, with reported plans astir a $100 cardinal AI infrastructure concern framework.

Third Avenue Real Estate Value Fund stated the pursuing regarding Brookfield Corporation (NYSE:BN) successful its 4th fourth 2025 capitalist letter:

"Coincidentally, the caller 4th was 1 of the astir progressive periods of assets conversion for the Real Estate Value Fund holdings successful galore years. As a substance of fact, much than one-third of the underlying portfolio engaged successful (or announced) specified initiatives during the period, with immoderate of the astir notable including: Brookfield Corporation (NYSE:BN), a starring capitalist and manager of existent assets globally announcing the acquisition of the remaining 26% of Oaktree Capital successful conjunction with an affiliate (Brookfield Asset Management). In addition, the institution (i) announced that definite subsidiaries entered an $80 cardinal strategical concern with the U.S. authorities to physique a caller fleet of atomic factories and (ii) indicated that it intends to recapitalize its Center Parcs hospitality level for astir $6 billion, surfacing worth connected some fronts (Click Here to Read the Letter successful Detail)."