Charles Esther
Brookfield Asset Management forecasts that AI-focused data centers will nearly double to around 15 gigawatts (GW) by the end of 2025, up from 7 GW at the end of 2024.
This surge is part of a longer-term trend projecting total AI data center capacity to reach approximately 82 GW by 2034, over ten times the current size.
Trillion-Dollar AI Infrastructure Investment Forecast
Brookfield expects total global spending on AI infrastructure between 2025 and 2034 to exceed $7 trillion.
This includes $4 trillion allocated for semiconductor chips and supply chains, $2 trillion for AI data centers, and $500 billion each for power and transmission networks plus supporting technologies.
Explosive Growth in AI Compute Hardware
The installed base of GPUs is predicted to grow from 7 million units in 2024 to 45 million by 2034, representing a sevenfold increase.
This expansion reflects the rising demand for AI processing power across industries worldwide.
Inference Workloads to Drive Most AI Compute Demand
By 2030, inference tasks—where AI systems analyze data to make decisions—will account for about 75% of AI computing needs.
This shift will boost the market for GPU-as-a-service solutions, expected to grow from $30 billion in 2025 to over $250 billion in 2034.
Modular Data Centers Key to Supporting Hardware Advances
Brookfield emphasizes the importance of modular data center designs to allow rapid upgrades in power and cooling systems.
This flexibility will accommodate new chip technologies and form factors as AI hardware evolves quickly.
Dedicated AI Infrastructure Strategy Launched
Earlier this year, Brookfield introduced a focused AI infrastructure investment strategy to meet the increasing needs of hyperscalers, enterprises, and governments.
The initiative aims to provide scalable, integrated solutions to support the booming AI ecosystem.
Strong Industry Position and Ongoing Investments
Brookfield reports having already invested tens of billions into AI infrastructure and has a robust pipeline of future projects.
The company holds major stakes in data center operators and extensive energy assets worldwide.
Major AI Facility Development in Sweden
Brookfield committed nearly $10 billion (SEK95 billion) to a long-term AI infrastructure project in Sweden.
The centerpiece is a large AI data center in Strängnäs, supporting Sweden’s national AI ambitions through collaboration with government, academia, and industry.
Expanding AI Infrastructure Investments in Europe
In addition to Sweden, Brookfield announced a €20 billion ($22.8 billion) infrastructure plan in France, including a €10 billion investment in the country’s first AI factory.
These investments underscore Brookfield’s commitment to growing Europe’s AI ecosystem.
Meeting Global AI Infrastructure Demand
With global AI demand accelerating, Brookfield is positioning itself as a leader in delivering secure, scalable AI infrastructure solutions worldwide.
Their integrated approach aims to support the next generation of data centers powering AI innovation.
