Data center investment risk is manageable because long permitting timelines mean supply can't oversupply; demand from tech companies (especially AI) is committed through 20-year contracts; Brookfield only builds pre-contracted capacity, eliminating demand risk.
factualpending
Speaker
Bruce FlattEvidence Quote
“most sites today that are available to be built are already contracted to somebody for the next 20 years”
Source
Lessons from a lifetime of investing and outperforming | Bruce Flatt— The Knowledge Project PodcastCreated: 8/11/2026, 6:19:01 AM
My Notes
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