The Under-the-Radar AI Infrastructure Stock You Won't Want to Miss

1 day ago 2

Matt DiLallo, The Motley Fool

Tue, February 3, 2026 astatine 5:32 AM CST 4 min read

The satellite needs to put a staggering $7 trillion successful infrastructure to enactment AI adoption implicit the coming decade. This once-in-a-generation concern accidental ranges from processing AI factories (specialized AI information centers) to gathering retired compute infrastructure (including spot manufacturing capacity) to constructing powerfulness and transmission infrastructure to enactment each this computing capacity.

Much of the aboriginal AI hype has been astir chips. That's causing investors to place different companies gathering the backbone of AI. One of the aboriginal leaders is Brookfield Infrastructure (NYSE: BIPC)(NYSE: BIP), which made important advancement connected executing its AI infrastructure strategy past year.

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The connection AI surrounded by a hurricane signifier and a barroom illustration successful the background.

Brookfield Infrastructure is simply a starring planetary infrastructure company with operations that span utilities, vigor midstream, transportation, and information infrastructure. The company's diversified operations make steadily increasing currency flow. In 2025, Brookfield grew its funds from operations by 6%, powered by inflation-driven complaint increases, measurement maturation crossed its infrastructure networks, implicit $1.5 cardinal successful caller superior projects, and much than $1.1 cardinal successful acquisitions.

Included successful those maturation superior projects was commissioning 220 megawatts (MW) of caller information halfway capableness past year. Those caller information centers helped thrust a much than 50% summation successful the FFO generated by the company's information infrastructure conception past year.

Brookfield besides closed the acquisition of a South Korean concern state concern past year. It's a starring supplier of concern gases to the country's apical semiconductor manufacturers.

Brookfield present operates astir 1.2 gigawatts (GW) of information halfway capableness worldwide. It has different 1.1 GW of contracted capableness successful its backlog and a full onshore slope susceptible of supporting 1.3 GW of further capacity.

In summation to gathering information centers, Brookfield is investing successful innovative solutions to supply powerfulness to information halfway customers. The institution completed its archetypal task nether a $5 cardinal model statement with Bloom Energy past year, installing 55 MW of behind-the-meter powerfulness astatine a information halfway tract successful the U.S. utilizing Bloom's precocious substance compartment technology. Brookfield has since secured semipermanent contracts to enactment the installation of different 230 MW of capableness for information halfway customers that it expects to deploy by the mediate of 2027.