Data Centers: Where AI builds Its Brain (ft. Sikander Rashid, Global Head of AI Infrastructure at Brookfield)

Data Centers: Where AI builds Its Brain (ft. Sikander Rashid, Global Head of AI Infrastructure at Brookfield)

From 2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets by Societe Generale | Podcast about economy, market trends and sustainability

November 27, 2025 · 34 min

About this episode

The episode explores the critical role of data centers in the AI boom and discusses investment strategies in the context of rising demand for computational power.

Artificial intelligence may appear weightless, but its backbone is built on vast, energy-hungry data centers. In this episode, host Kokou Agbo-Bloua explores how these facilities—from corporate server farms to hyperscale sites—have become the brain of the AI boom. Kokou dissects the dual demands of AI: training massive models and running inference, and how these processes are fundamentally reshaping global energy and water consumption, while fuelling a trillion-dollar investment race. Later, Sikander Rashid, Global Head of AI Infrastructure at Brookfield Asset Management, joins to discuss how investors are navigating soaring demand for computational power amid the global race towards Artificial General Intelligence (AGI). He shares his insights on how balancing carbon mitigation with capacity expansion could reshape global capital flows and addresses the age-old question: are we in an AI boom or a bubble? Tune in now to uncover the hidden infrastructure behind AI—and what it means for the future of technology, finance, and the planet. Credits Presenter & Writer: Kokou Agbo-Bloua Producers & Editors: Jovaney Ashman, Jennifer Krumm, Louis Trouslard Sound Director: La…

People in this episode

Host: Kokou Agbo-Bloua

Guest: Sikander Rashid

Topics covered

  • Artificial Intelligence
  • Data Centers
  • Energy Consumption
  • Investment Trends
  • Sustainability
  • Computational Power

Keywords

  • AI Infrastructure
  • Data Centers
  • Energy Consumption
  • Investment
  • Artificial General Intelligence
  • Carbon Mitigation

Mentioned in this episode

Organizations: Brookfield Asset Management, Cézame Music Agency, Societe Generale

More episodes of 2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets

Explore listener stats, chart rankings, contacts and more on the 2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets podcast page.