Podcast

Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout

It offers a manager's framing of where the AI infrastructure buildout is actually constrained, which is relevant to anyone weighing real-asset and infrastructure exposure. The conversation also touches on Brookfield's private credit platform, a segment wealth channels increasingly encounter.

Streams from the publisher’s own feed. Nothing loads until you press play.35 min

Summary

By our desk

In this Goldman Sachs Exchanges: Great Investors episode, Brookfield Asset Management CEO Connor Teskey tells Alison Mass that the constraint on the AI buildout is not capital or demand but the operational capability to develop land, secure a grid connection and build the power supply. He also pushes back on the view that data center demand is fragile, calling it a market misconception, and discusses long-term investing, how Brookfield builds businesses and the evolution of its private credit platform.

Teskey says the bottleneck in the AI buildout is operational capability — land development, grid connections and power supply — rather than capital or demand.
He describes the idea that data center demand is fragile as a market misconception.
He discusses long-term investing and Brookfield's approach to building businesses.
He covers the evolution of Brookfield's private credit platform.

Similar items

Same topic

276: Rewiring Retirement Around The World: What Can We Learn?	BlackRock	23 min	Oct 30
Rewiring Retirement Around The World What Can We Learn \| The Bid Investing Podcast	BlackRock	23 min	Oct 30
276: Rewiring Retirement Around The World: What Can We Learn?	The Bid (BlackRock)	23 min	Oct 30
The Biggest Trends Wealth Management Leaders Are Watching in 2027	WealthManagement.com	3 min	Oct 29
Ken Fisher’s 2026 Midterm Election Forecast	Fisher Investments	7 min	Oct 29