(HedgeCo.Net) If 2025 was the year investors talked about AI, 2026 is looking like the year they underwrite what AI needs—power, cooling, fiber, logistics, and long-duration infrastructure. Brookfield Asset Management announced it will host its Q4 and full-year 2025 results call on Feb. 4, 2026. GlobeNewswire Meanwhile, Brookfield Infrastructure has its own results call schedule as well—reinforcing how the Brookfield ecosystem continues to sit at the center of institutional infrastructure capital. Brookfield Infrastructure Partners
What’s trending: “AI picks-and-shovels” in private markets
The market is converging around a simple framework:
- AI drives compute demand,
- compute demand drives power and data center buildout,
- buildout drives infrastructure financing and operating platforms.
This is why “infrastructure” is being reframed as a growth allocation, not just a defensive yield allocation—though the underwriting discipline remains critical.
The 2026 allocator questions
- Contract quality: duration, counterparties, inflation linkages.
- Capex plans: how much new build, and at what return thresholds?
- Rate sensitivity: infrastructure often relies on long-duration cash flows; the rate regime matters.
Bottom line
Brookfield’s positioning highlights one of 2026’s cleanest alternative investment through-lines: AI is pushing capital into real assets, and the largest platforms are building the operating and financing ecosystems to capture it. GlobeNewswire+1