Brookfield CEO says AI infrastructure demand will exceed supply for years as $7 trillion buildout looms

Brookfield Asset Management CEO Connor Teskey warned that global demand for computing power and electrical infrastructure to support artificial intelligence will continue to vastly outstrip available supply through the end of the decade and beyond, creating a structural bottleneck that will shape technology investment for years. The gap between demand and supply is measured in multiples—between three and ten times—rather than percentages, Teskey said, underscoring the scale of the infrastructure challenge facing the AI industry.