Brookfield CEO Connor Teskey sees AI infrastructure demand outrunning supply for years

Brookfield Asset Management's chief says the compute and power shortage is structural, and private capital is lining up to finance the gap Brookfield Asset Management CEO Connor Teskey has a simple read on the AI boom. The world wants far more compute and electricity than it can build, and that gap is not closing anytime soon. Teskey expects demand for compute and energy infrastructure to exceed supply through the end of the decade and beyond. Teskey is not talking about a modest shortfall. He described the imbalance in unusually blunt terms.

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