Management remarks
Call period: 2026 Q2 · 2026-08-05
Guidance: Connor David Teskey: Similar to last quarter, we expect 2026 will be a record year for Brookfield and not by a small margin.Demand and orders: Sikander Rashid: But look, despite the competition, the demand for our AI infrastructure fund remains very strong, both from institutional investors, but also industrial partners, a host of whom we are in advanced discussions with at the moment.Analyst Q&A
Analyst Kenneth Worthington asked: I wanted to follow up on your prepared remarks on AI infrastructure investment, lots of firms and lots of funds are raising money for AI infrastructure. Demand seems big, but fundraising has been big here, too. Is infrastructure and AI infrastructure investing getting crowded? Management Sikander Rashid answered: So in the AI value chain today, energy is the largest bottleneck. For context, the U.S. alone needs 100 gigawatts of power for AI infrastructure in the next 10 years, but the grid can only make 30 gigawatts of that available. And what that means is, in the future, compute needs to migrate towards the power sources. And when you look at our energy business today in the U.S. or around the world, we are the largest energy business, and we've been developing large-scale power plants for decades. Secondly, we have strong digital infrastructure capabilities.管理层陈述
电话会期间：2026 Q2 · 2026-08-05
指引：康纳·戴维·特斯基：与上一季度类似，我们预计2026年将成为布鲁克菲尔德创纪录的一年，且差距不小。需求与订单：西坎德·拉希德：尽管存在竞争，我们的人工智能基础设施基金需求依然强劲，既有来自机构投资者的，也有来自工业合作伙伴的，目前我们正与其中许多伙伴进行高级别洽谈。分析师问答
分析师肯尼思·沃辛顿：我想跟进你们关于人工智能基础设施投资的预先声明，诸多公司和基金都在为其募资，需求看似旺盛但募资规模也不小。人工智能基础设施投资是否拥挤？管理层西坎德·拉希德：当前人工智能价值链最大瓶颈是能源。未来10年仅美国就需100吉瓦电力用于该领域，但电网仅能提供30吉瓦，这意味着未来计算能力需向电源产地迁移。我们目前在美及全球的能源业务规模最大，数十年来一直在开发大型发电厂，同时拥有强大的数字基础设施能力。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
