data center

“In fact, the hot take is that many things will be overbuilt. So maybe we were building too many GPUs for a year or two years out. Maybe there are too many data centers that have GPUs a year or two years out.”

“Most sites today that are available to be built are already contracted to somebody for the next 20 years.”

“We're now doing it in data centers, building gigafactories on the on the back of long-term contracts with hyperscalers or sovereign offtakes.”

“And that at a simple level is, is the data centers and the power that supports them. And that is the largest and fastest growing investment theme at Brookfield.”

“There's more data centers being built. The data centers that are being built are bigger than the ones that used to get built. And then the third thing is where historically the investor would fund the rack and the shell. Increasingly now that investor is fundi…”

“I think that this kind of thing happening this year is not out of the question.”

“And you think about things like data centers, that those are something where there's clearly been a lot of concern about questions like, do they drive up electricity prices? And we have a commitment to ensure that they do not.”