If 2024–2025 was the era of “AI everything,” 2026 is shaping up as the year the largest real-asset platforms try to own the pipes and power behind it. Brookfield’s newest move—reported plans to start a cloud business called Radiant—signals a dramatic attempt at vertical integration: leasing chips inside data centers directly to AI developers, anchored by a dedicated AI fund and tied to Brookfield’s broader infrastructure footprint. Reuters
Why this matters: AI capex is becoming an infrastruct...
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