Weekend Edition: Brookfield's Upson on AI's $7 trillion opportunity
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Weekend Edition: Brookfield's Upson on AI's $7 trillion opportunity
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Friday 13th March 2026
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
In this episode of The Morning Call, Stewart Upson, Co-President of Infrastructure and Global Head of Strategy at Brookfield, discusses the massive infrastructure shift driven by the rapid evolution of Artificial Intelligence. Upson frames AI as a "flywheel" for technological development, highlighting a staggering $7 trillion investment opportunity over the next decade as the industry moves from basic data centers to fully integrated "data factories". He emphasizes that energy supply remains the primary bottleneck for growth, explaining how Brookfield leverages its expertise in renewable power and nuclear energy to de-risk these high-capital projects. From the rise of sovereign AI and personal AI agents to the long-term potential of embodied AI and robotics, Upson provides a comprehensive look at how infrastructure investors are building the foundation for a more productive, AI-driven global economy.
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