Brookfield Finds AI Tailwinds in Obscure Industrial Niches
Anuj Ranjan explains why Brookfield avoids hyperscaler hype to buy overlooked industrial suppliers powering AI infrastructure.
The AI Tailwind Nobody Expected w/ Brookfield’s Anuj Ranjan
With Hugh MacArthur, Anuj Ranjan · Sunday, November 1, 2026
Brookfield Private Equity CEO Anuj Ranjan speaks with Hugh MacArthur about the physical economy tailwinds generated by the global build-out of artificial intelligence, power, and data centers. Ranjan explains how Brookfield uncovers overlooked industrial and manufacturing suppliers, navigates complex cross-border corporate carve-outs, and structures its operational culture to generate outsized returns in a higher-interest-rate market.
Key takeaways
- Brookfield Private Equity CEO Anuj Ranjan argues that public markets still fail to grasp the physical scale of power and grid equipment needed to back AI models. Read more →
- Brookfield enforces a strict career advancement rule: every Vice President must complete a mandatory one-year operational assignment inside a portfolio company before consideration for Senior Vice President. Read more →
- Institutional capital is freezing commitments as sluggish private equity distributions collide with strong public market benchmarks. Read more →
3 articles from this episode
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Anuj Ranjan: Multiple Expansion Will Not Save Private Equity
Brookfield PE head Anuj Ranjan explains why zero rates were an anomaly and why LPs are cutting managers to back physical asset operators.
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