根据布鲁克菲尔德资产管理公司首席执行官康纳·特斯基的说法，对算力和能源基础设施的需求将在本十年末及以后继续超过供应，为投资者提供了融资人工智能建设的机遇。
Demand for compute and energy infrastructure will continue to outstrip supply through the end of the decade and beyond, creating opportunities for investors to finance the AI buildout, according to Brookfield Asset Management CEO Connor Teskey.
特斯基在周二接受彭博电视台采访时表示，这种失衡程度足以抵御短期的发展停滞，使算力和能源供应提供商能够继续积极扩张。总部位于纽约的该公司在第二季度募集了创纪录的770亿美元，认为人工智能和数字基础设施——以及支持其所需的能源——是增长最快的领域。
The imbalance is strong enough to withstand short-term pauses in development, allowing providers of computing and energy capacity to continue building aggressively, Teskey said in an interview with Bloomberg Television on Tuesday. The New York-headquartered firm, which raised a record $77 billion in the second quarter, sees AI and digital infrastructure — along with the energy needed to support it, as the fastest-growing area.
“需求远远领先于供应，并且在本十年末及以后仍将保持非常大的领先优势，”特斯基说。“尽管有些新闻标题，我们完全看不到放缓的迹象。”他补充道，随着大型企业寻求对其基础设施、供应链和关键投入拥有更大控制权，这种建设规模也为私募资本创造了机遇。这为投资公司与企业合作融资项目打开了大门。
“Demand was so far ahead of supply, and it’s going to stay very far ahead of supply throughout the end of this decade and beyond,” Teskey said. “Despite some of the headlines, we do not see things slowing down whatsoever.”The scale of the buildout is also creating opportunities for private capital as large companies seek greater control over their infrastructure, supply chains and key inputs, he added. That’s opening the door for investment firms to partner with companies to fund projects.
自年初以来，布鲁克菲尔德已与OpenAI建立战略合作伙伴关系，并将其与美国燃料电池制造商布隆能源的合作规模扩大五倍至250亿美元。该公司也是英伟达联盟的一部分，该联盟承诺为人工智能算力交易提供超过5000亿美元的融资。
Since the start of the year, Brookfield has formed a strategic partnership with OpenAI and expanded its partnership with US fuel-cell maker Bloom Energy fivefold to $25 billion. The firm is also part of an Nvidia consortium that’s committing to financing AI computing deals totaling more than $500 billion.
电力消耗的增加正在推动电力发电领域的投资，布鲁克菲尔德在可再生能源、燃料电池、电池和核能方面看到了增长。需求也在扩展到更传统的基础设施，包括公用电网、天然气管道和交通资产。
Rising power consumption is driving investment across electricity generation, with Brookfield seeing growth in renewables, fuel cells, batteries and nuclear power. Demand is also extending to more traditional infrastructure, including utility grids, gas pipelines and transportation assets.
泰斯基表示，尽管利率上升可能会让一些投资者和运营者更难部署资金，但布鲁克菲尔德拥有融资渠道，这让公司处于有利位置，能够抓住当前的机会。
While higher interest rates could make it more difficult for some investors and operators to deploy, Teskey said that Brookfield’s access to capital puts the firm in a fortunate position to capitalize on current opportunities.
他说：“市场增长空间很大，这可以在一定程度上压倒略高的资本成本。”
“There’s a lot of growth in the market and that can overwhelm slightly higher cost of capital,” he said.