Name: Investing Opportunities in AI and the Productivity Boom
Uploaded: 2026-06-12T22:18:00Z
Duration: 4 min 27 s
Description: Bruce Flatt, CEO of Brookfield Corporation, says these investments “will drive one of the most productive operating periods in the history of the world.” This interview was filmed on June 9, 2026.

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Bruce Flatt, CEO of Brookfield Corporation, says these investments “will drive one of the most productive operating periods in the history of the world.” This interview was filmed on June 9, 2026.

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Investing Opportunities in AI and the Productivity Boom

Let's go back, I guess to equities then. What do you make of the stock market, Bruce, given what we're seeing right now with all this excitement?

So our business is not about investing in the stock market, it's about making private investments in things that could be in the stock market or can be purchased in the stock market. And what's happening is there is a bifurcated market out there. And if you're, if companies are technology related and these big IPOs are the antithesis of it, but those things are going on. That is one multiple. But there's a lot of other companies that are out there trading at multiples that are low. And we've been taking many companies private. And what I'm quite confident about is that all the investments we've made in the past 24, 36 months, and for the next 24, 36 months will be excellent investments in the fullness of time and will earn their return on capital as long as we run them properly and drive the businesses and operate them well. And so we're able to buy things in the private markets, some of them from the stock markets, because multiples are low on these cash flowing businesses that people have forgotten about. And so I would just caveat to say that overall markets are one thing if you're an index investor, but when you are skilled enough to just own businesses, there is, there are some exceptional opportunities still out there in the markets. And the only second thing I'd say is what's going on? And we see it from our power business. We see it from our data center business. We see it from our artificial intelligence factory business. We see it a across the board. What's going on with the investment being put into productivity advances. 'Cause really what all this compute is, is productivity advances for business, whether it's in factories, or it's in offices, or it's in houses, or it's in other people. Those advances, if this investment works, we will drive one of the most productive operating periods in the history of the world. And so I think that that's why stock markets are high. And it's not to say that they can't go lower and they will go lower at some point. That's called markets. But the underlying fundamentals and the earnings power being created by some businesses is very, very significant today.

And you're not concerned about a bubble in this sort of AI driven economy in terms of electrification. This is a area where you do play heavily electrification, data centers, etcetera, as you mentioned. And aren't prices getting too high there?

So here's what I'm gonna tell you is if the expectation is that we're gonna build this much, the reality is, and we're the largest builder, private builder of power in the world. We're one, if not the largest builder of data centers in the world. The expectation of what people need is here and what we're building is here. It is dramatically, because this is hard to do. You have to cite the power. You have to connect it to the plant or the grid. You need to build the facility. You need to put chips inside of it, and you have to have between 20 and $250 billion. This is not easy and it's hard work. And so, it's hard to do. Therefore, the amount that's coming is dramatically less than what people think. And what we're doing is we're leasing to the best countries in the world for sovereign AI, and we're leasing to the best companies in the world, frankly, that some of 'em are rated better than countries. And so their expectation is that we're getting 25 year contracts from them. Their expectation is that they will be able to utilize that more productively and earn high returns on capital. And that's what's is to be seen. But these are the most successful companies in the world. And if anyone, you would bet that they can do it, it's them.