Brookfield Infrastructure continues to invest in data infrastructure

The company — an owner of various assets, Brookfield Infrastructure Partners L.P. (BIPC), remains one of the promising areas for investment in the digital transformation of the global economy. Brookfield continues to increase its portfolio in a new segment. As previously noted, Brookfield acquires telecommunications, data transmission, and processing assets. It is a rational strategy since the company traditionally relies on growing areas such as green energy. By 2025, the volume of data used in the global economy will increase by 30% per year. 

At the same time, Brookfield analysts believe this direction represents a significant investment opportunity with a very long horizon of up to 100 years. Previously, Brookfield acquired critical communications infrastructure facilities, such as fiber optic network nodes, mobile towers, and data centers, with subsequent leasing of these facilities. Thus, the company strengthens its already steady cash flow. In addition, Brookfield has increased its activity in creating new digital capacities. 

Recently, Brookfield has entered a new direction in this segment of its business. She and her institutional partners are investing $15 billion to buy a 49% stake in two Intel semiconductor plants. Profits from these productions may support Brookfield’s profit and dividend growth in the future. Brookfield intends to invest from $500 to $750 million from its funds in semiconductors. Most likely, this is not Brookfield’s last investment in digital technology.