Report: Brookfield Asset Management to launch cloud business focused on lower cost AI infrastructure

Brookfield’s $10 B AI‑Cloud Pivot: A Strategic Blueprint for Enterprise Leaders in 2026 Executive Summary Brookfield Asset Management is transitioning from passive data‑center landowner to active silicon provider. The new venture, Radiant, will be backed by a $10 B AI Infrastructure Fund with an ambitious $100 B target, targeting Europe‑North Africa‑Middle East markets. Key differentiators: vertical integration (land, power, cooling, chips), first‑call leasing for its own assets, Nvidia partnership for early GPU access, and green‑AI positioning via existing energy portfolio. For enterprise leaders, the move signals a new cost‑and‑performance tier in AI infrastructure that could undercut hyperscalers for mid‑market workloads while raising regulatory and geopolitical considerations. In 2026, AI workloads continue to outpace traditional IT growth. Enterprises face escalating costs from hyperscaler spot markets, data residency constraints, and ESG mandates. Brookfield’s strategic entry into the silicon‑as‑a‑service market offers a compelling alternative—one that blends real‑estate expertise with cutting‑edge GPU supply chains. This article dissects the business implications, operational challenges, and strategic opportunities for leaders who must decide whether to adopt or compete against Radiant. Vertical Integration as a Competitive Edge The Brookfield AI‑Cloud Pivot hinges on vertical integration that reduces friction across the AI value chain. By owning land, power, cooling, and chips, Brookfield can: Lower Total Cost of Ownership (TCO): Eliminating intermediaries such as hyperscalers cuts out markup layers, allowing Radiant to price GPU leases below AWS spot or Azure AI VMs. Control End‑to‑End Performance: Integrated power and cooling management yields tighter PUE metrics—critical for high‑density GPU racks where heat density can push costs upward. Accelerate Time‑to‑Market: Direct chip procurement, especially with Nvidia’s preferential access, reduces lead times c