Business

Brookfield invests $11 billion in India’s emerging AI data centre hub in Visakhapatnam

Sunday, 30 November 2025 8:44PM UTC

Brookfield, in partnership with Reliance Industries and Brookfield Corporation, unveils an ambitious $11 billion project to develop an AI-native data centre campus in Visakhapatnam, positioning India as a global AI hub by 2030.

Digital Realty, in collaboration with Brookfield Corporation and Reliance Industries, has unveiled a landmark $11 billion investment plan to develop an AI-native data centre campus in Visakhapatnam, Andhra Pradesh, India. The ambitious project, set to be completed by 2030, will span 400 acres and deliver one gigawatt of AI data capacity, positioning the region as a pivotal hub for AI infrastructure and digital transformation in India.

This joint venture, known as Digital Connexions, signifies a strategic expansion for Brookfield into technology-driven infrastructure, anchoring its participation in the rapidly evolving AI and cloud computing sectors. It complements Brookfield’s broader narrative of leveraging global infrastructure and alternative asset opportunities to drive long-term growth. While the company's current investment thesis prioritizes successful asset sales and maintaining a balanced capital structure, this Indian AI data centre initiative represents an important directional step into high-density AI computing workloads, cloud transformation, and generative AI technologies.

The investment aligns with other major moves in Visakhapatnam, notably Google’s recent announcement of a $15 billion plan to establish its first AI hub outside the United States in the same city, underscoring the strategic significance of Andhra Pradesh as a burgeoning AI ecosystem. Industry analysts observe that this cluster could accelerate India’s role in the global AI supply chain, supporting not just local cloud capacity but also international demand for AI compute power and innovation.

Brookfield’s broader strategy also includes a $100 billion global AI infrastructure program launched in partnership with NVIDIA and the Kuwait Investment Authority. This program aims to acquire AI infrastructure assets across the value chain, from renewable energy to data centres and compute resources, illustrating the firm’s comprehensive approach to capturing growth in this sector. Additionally, Brookfield’s ongoing renewable energy projects in India, such as the solar-powered park in Rajasthan, reflect a commitment to sustainable infrastructure that complements its AI ventures.

Despite the promise of such ventures, Brookfield’s entry into new and complex markets like AI infrastructure in India carries execution risks, particularly in unfamiliar regulatory and operational environments. The company’s near-term outlook remains centered on generating solid financial results while navigating these risks carefully. Its current projections anticipate a significant increase in revenue and earnings by 2028, though achieving these targets will require disciplined capital management and successful project execution.

Market perspectives on Brookfield’s stock price vary, with fair value estimates indicating potential upside. Investors are advised to weigh the long-term opportunities presented by ventures like Digital Connexions against the challenges inherent in scaling operations in emerging sectors and regions.

In summary, Brookfield’s $11 billion AI data centre investment through its joint venture reflects both the growing importance of India as a global AI hub and the company’s strategic pivot towards technology-enabled infrastructure. This move, while not yet materially altering Brookfield’s immediate financial outlook, reinforces its position at the forefront of the intersection between infrastructure asset management and the AI-driven digital economy.

📌 Reference Map:

^[1] Simply Wall St – Paragraphs 1, 2, 5, 6, 7
^[2] Reuters – Paragraphs 1, 3
^[3] Business Today – Paragraph 1
^[4] Financial Express – Paragraph 1
^[5] AP News – Paragraph 3
^[6] Reuters – Paragraph 4
^[7] Globe Newswire – Paragraph 4

Source: Noah Wire Services

More on this

https://simplywall.st/stocks/ca/diversified-financials/tsx-bn/brookfield-shares/news/will-brookfields-tsxbn-11-billion-bet-on-indian-ai-data-cent - Please view link - unable to able to access data
https://www.reuters.com/world/india/indias-reliance-industries-jv-invest-11-billion-data-centre-2025-11-26/ - Reliance Industries, in partnership with Brookfield Corporation and Digital Realty, has announced a $11 billion investment over five years to develop 1 gigawatt of AI data capacity in Visakhapatnam, Andhra Pradesh, India. The project aims to establish an AI-native data centre campus spanning 400 acres, highlighting India's growing role in global AI infrastructure development. This initiative follows Google's recent announcement to build its largest AI hub outside the U.S. in the same city, underscoring the region's strategic importance in the digital transformation landscape.
https://www.businesstoday.in/latest/corporate/story/reliance-brookfield-digital-realty-jv-to-invest-11-billion-in-andhra-pradesh-to-build-1-gw-data-centre-503905-2025-11-27/ - Digital Connexion, a joint venture between Reliance Industries, Brookfield Infrastructure, and Digital Realty, plans to invest approximately $11 billion by 2030 to establish 1 gigawatt of AI-native data centre capacity in Visakhapatnam, Andhra Pradesh. The facility, covering 400 acres, is designed to support high-density AI computing workloads, cloud transformation, and generative AI, positioning Visakhapatnam as a major AI compute hub. This development aligns with India's rapid digital transformation and the increasing demand for AI infrastructure.
https://www.financialexpress.com/business/industry/reliancebrookfield-jv-to-invest-11-billion-in-1-gw-ai-data-centre-park-in-andhra/4057200/ - Reliance Industries, together with Brookfield and Digital Realty, will invest $11 billion to build a 1-gigawatt AI-native data centre campus in Visakhapatnam, Andhra Pradesh, through their joint venture Digital Connexion. The facility, targeted for completion by 2030, is designed to support high-density AI computing workloads, cloud transformation, and generative AI, positioning Visakhapatnam as a major AI compute hub alongside Reliance's parallel 1 GW commitment and Google's recent investment.
https://apnews.com/article/ba8fd50e11e41bbdb72097dd10262283 - Google has announced a $15 billion investment to establish its first artificial intelligence hub in Visakhapatnam, India. This expansive project, set to unfold over five years, includes gigawatt-scale data center operations, enhanced energy infrastructure, and an extensive fiber-optic network. The initiative signals Google's strategic focus on India as a technological and talent hub in the global competition for AI leadership, aiming to significantly contribute to India's digital transformation by fostering innovation, infrastructure, and economic growth.
https://www.reuters.com/sustainability/canadas-brookfield-commissions-first-phase-renewable-energy-park-indian-state-2024-03-14/ - Canada's Brookfield Asset Management has officially commissioned the first phase of its renewable energy park in Rajasthan, India. This phase, centered on solar power generation, has a production capacity of 268 megawatts. The renewable energy project is set to expand further, with an overall capacity of 550 megawatts expected upon the completion of the second phase. This marks a significant step in Brookfield's commitment to clean energy investment in India, aligning with the country's growing focus on sustainable infrastructure development.
https://www.globenewswire.com/news-release/2025/11/19/3190798/0/en/Brookfield-Launches-100-Billion-AI-Infrastructure-Program.html - Brookfield has launched a $100 billion global AI Infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority (KIA). The program aims to acquire up to $100 billion of AI infrastructure assets, deploying investment across every stage of the value chain—from energy and land to data centers and compute. This initiative underscores Brookfield's commitment to supporting the growing demand for AI infrastructure and its strategic focus on the rapidly evolving AI sector.

Noah Fact Check Pro

The draft above was created using the information available at the time the story first emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed below. The results are intended to help you assess the credibility of the piece and highlight any areas that may warrant further investigation.

Freshness check

Score: 10

Notes: The narrative presents recent developments, with the earliest known publication date being November 26, 2025. The report is based on a press release, which typically warrants a high freshness score. No discrepancies in figures, dates, or quotes were found. No earlier versions show different information. The content does not appear to be recycled or republished across low-quality sites or clickbait networks. No similar content has appeared more than 7 days earlier. The article includes updated data and does not recycle older material.

Quotes check

Score: 10

Notes: The article does not contain direct quotes. The information is paraphrased from the press release and other reputable sources.

Source reliability

Score: 10

Notes: The narrative originates from Simply Wall St, a reputable financial analysis platform. The information is corroborated by multiple reputable sources, including Reuters, Business Today, and The Financial Express. The entities mentioned, such as Digital Connexion, Reliance Industries, Brookfield Corporation, and Digital Realty, have verifiable public presences and legitimate websites.

Plausability check

Score: 10

Notes: The claims made in the narrative are plausible and supported by multiple reputable sources. The investment aligns with the growing demand for AI infrastructure in India. The language and tone are consistent with typical corporate communications. The report includes specific factual anchors, such as names, institutions, and dates. No excessive or off-topic detail unrelated to the claim is present. The tone is appropriately formal and professional.

Overall assessment

Verdict (FAIL, OPEN, PASS): PASS

Confidence (LOW, MEDIUM, HIGH): HIGH

Summary: The narrative is fresh, original, and corroborated by multiple reputable sources. The claims are plausible, and the language and tone are consistent with typical corporate communications. No significant credibility risks were identified.

AI infrastructure
Brookfield
India investment