Brookfield’s Flatt says AI growth is hitting an infrastructure bottleneck

Brookfield CEO Bruce Flatt said AI growth is already slowing because builders cannot add infrastructure quickly enough to meet AI companies’ demand. In this case, infrastructure means the physical systems companies need before they can add more computing capacity. In Flatt’s account, the limiting factor is the pace of construction: companies can seek more capacity, but expansion depends on builders completing the systems that support it. It is a constraint on the buildout, rather than a measure of demand for AI services.