Brookfield Launches Radiant to Build Global AI Factories with $100B Fund
- $100B Fund: Brookfield's AI Infrastructure Fund aims to build global AI factories.
- $7T Capital Needed: Estimated investment required over the next decade for AI infrastructure.
- $80B Sovereign Cloud Spending: Projected global expenditure on sovereign-cloud infrastructure this year.
Experts view Brookfield's Radiant initiative as a transformative move that could redefine AI infrastructure, positioning it as a critical utility for governments and enterprises, with significant long-term investment potential.
Brookfield Launches Radiant to Build Global AI Factories with $100B Fund
LONDON – February 24, 2026 – Global asset manager Brookfield has made a seismic entry into the artificial intelligence sector, launching Radiant, a new company designed to build and operate massive, vertically integrated 'AI factories' across the globe. Formed through the merger of UK-based Ori Industries and backed by Brookfield’s $100 billion AI Infrastructure Fund, Radiant aims to address the world's critical shortage of AI-ready computing power by treating it as a new form of essential utility.
The company emerges as one of the first to be engineered from the ground up to control the entire AI infrastructure stack—from powered land and data centers to proprietary software and the latest NVIDIA silicon. This move signals a major strategic shift in how the foundational layers of the AI economy are being built, moving beyond the traditional cloud model to a purpose-built, utility-grade approach.
The 'AI Factory' Arrives
Radiant's mission is to construct what NVIDIA CEO Jensen Huang has termed "AI factories": highly optimized systems designed for the continuous production of artificial intelligence. Unlike general-purpose data centers, which are designed for a wide variety of tasks, these AI factories are single-mindedly focused on the demanding workloads of training and deploying large-scale AI models.
This vertically integrated model offers significant advantages over relying on traditional cloud providers. By controlling everything from the real estate and power supply to the networking and software, Radiant aims to deliver superior performance and cost efficiency. The strategy is designed to solve the bottlenecks that have plagued AI development since the explosion of advanced Large Language Models (LLMs) in 2023.
"We’ve designed Radiant to be the leading AI infrastructure partner to sovereign governments and large enterprises," said Vishal Padiyar, Managing Director at Brookfield and Executive Chair of Radiant. "By aligning long-term capital with leading edge innovation, we have created a unique platform that lowers the cost of compute while raising the standard of performance."
To achieve this, Radiant will build its infrastructure using the NVIDIA DSX reference design, a blueprint for creating gigawatt-scale AI data centers. This allows the company to rapidly deploy facilities optimized for NVIDIA’s latest hardware, including the Blackwell, GB200 NVL72, and future Rubin platforms. As an NVIDIA Cloud Partner, Radiant gains access to the chipmaker's deep expertise in building and operating AI systems at an unprecedented scale.
Geopolitics and the Quest for Sovereign Compute
Beyond technological innovation, Radiant’s strategy is deeply intertwined with global geopolitics. A key target market for its AI factories is sovereign governments, who are increasingly engaged in a race to develop "Sovereign AI." This refers to a nation's capability to develop and control its own AI infrastructure, data, and talent, independent of foreign technology providers.
Driven by concerns over national security, economic competitiveness, and data privacy, governments worldwide are investing billions to secure their own AI futures. Research shows that sovereign-cloud infrastructure spending is projected to reach nearly $80 billion this year, with nations directly ordering tens of thousands of high-performance GPUs. Radiant is positioning itself as the premier partner for these national ambitions.
Brookfield has already laid the groundwork with massive investment commitments, including a €20 billion partnership in France and a $10 billion investment in Sweden, both aimed at building out national AI infrastructure. Radiant will be the vehicle to execute these plans, providing nations with the ability to operate powerful AI systems within their own borders, under their own control.
"Every nation will build the AI infrastructure required to develop and power its own intelligence," noted Nico Caprez, Vice President of AI Infrastructure Growth at NVIDIA. "Brookfield has brought together capital, power, and purpose-built AI systems to build and operate AI factories at global scale using NVIDIA DSX."
AI Infrastructure: The Next Trillion-Dollar Asset Class?
Brookfield's $100 billion war chest for its AI Infrastructure Fund (BAIIF) underscores a profound belief: the physical foundation of AI is the next great global asset class. The firm, a giant in managing real assets like real estate and renewable power, views the AI buildout as a historical infrastructure project, comparable in scale to the development of the modern power grid or global telecom networks, but happening at a much faster pace.
The firm estimates that a staggering $7 trillion in capital will be needed over the next decade to build out the entire AI value chain. By launching Radiant, Brookfield is not just making a venture investment; it is deploying its core expertise in long-term infrastructure development to the digital world. This move provides a clear signal to financial markets that the picks and shovels of the AI gold rush—the land, power, cooling, and compute—represent a durable, long-term investment opportunity.
Radiant is the first compute deployment vehicle for BAIIF, which has already attracted capital from partners including NVIDIA and the Kuwait Investment Authority. This structure provides Radiant with the long-term, patient capital required to build out a global AI utility, a stark contrast to the quarterly pressures faced by many public tech companies.
The merger with Ori Industries is the final piece of this strategic puzzle. For over seven years, Ori developed a sophisticated software platform for distributed AI and operated its own GPU cloud service, the Ori Global AI Cloud. This brings crucial software DNA and operational expertise into Radiant, ensuring the integrated stack is managed by an intelligent software layer.
"It was immediately apparent that Brookfield was the ideal partner for Ori," said Mahdi Yahya, founder of Ori and now President of Radiant. "With deep, structural advantages in capital costs, powered land, compute, and software, Radiant is building the infrastructure to enable a global age of abundance for AI."
By combining Brookfield’s capital and infrastructure prowess with Ori’s software and NVIDIA’s hardware, Radiant is not just entering a market, but attempting to define a new category. Its integrated approach is a direct response to the voracious, and highly specific, demands of the modern AI era, aiming to build the foundational utility that will power the next decade of innovation for nations, enterprises, and telecommunication providers alike.
