Article 144: Brookfield, shaking up the cloud market with AI infrastructure... facing off against AWS and MS

One of the world’s largest alternative investment management firms, Brookfield Asset Management(, is showing signs of a comprehensive push into the cloud infrastructure market. This move is seen as a strategic attempt, signaling a direct competition with the two giants, Amazon Web Services) (AWS) and Microsoft Azure.

According to the US IT industry media ‘The Information,’ Brookfield plans to launch a new cloud computing business through its subsidiary ‘Radiant.’ This business will operate by directly leasing AI( chips to customers, with the core value proposition of reducing the overall costs of building and operating AI data centers. Unlike common cloud service models, the company aims to gain a competitive edge through a hybrid strategy that enhances hardware accessibility.

Radiant is part of Brookfield’s $100 billion (approximately 144 trillion KRW) AI infrastructure construction project announced last November. The AI infrastructure fund backing this plan has already invested $10 billion (about 14.4 trillion KRW), with half of the funds coming from major global partners such as NVIDIA) (NVDA) and the Kuwait Investment Authority, highlighting its influence.

The project will involve building new data centers in France, Qatar, Sweden, and other locations, with Radiant receiving priority initial access to these facilities. If Radiant cannot fully utilize these capacities, Brookfield plans to lease them out to other cloud service providers through traditional leasing methods.

Meanwhile, Brookfield recently co-founded a joint venture with the Kuwait Investment Authority worth $20 billion (about 28.8 trillion KRW) to continue active investments in AI infrastructure in Qatar and the global market.

This comprehensive expansion is likely to exert significant pressure on existing cloud service giants. Notably, Brookfield’s extensive infrastructure portfolio in the global energy sector is viewed as a strategic advantage, as leveraging these energy assets could give the company control over the entire AI value chain. This is a fundamental differentiator from traditional IT cloud service providers.

Analysts point out that once Brookfield truly enters the cloud market, AWS and Microsoft will face not only market pressure to demonstrate clear AI investment returns but also challenges related to data center energy efficiency and infrastructure redesign. In the AI-based market, emerging competitors wielding control over energy resources have officially begun a new phase of competition.