Brookfield Renewable is another beneficiary of the AI buildout. The stock was supported during the quarter due to an $80 billion strategic partnership that Westinghouse, a majority-owned investment of Brookfield, signed with the U.S. Department of Commerce to build nuclear reactors for data centers.
"A Brookfield Renewable é outra beneficiária do build-out de IA. As acções foram suportadas no trimestre devido a uma parceria estratégica de US$80 mil milhões entre a Westinghouse, um investimento maioritariamente detido pela Brookfield, e o Departamento de Comércio dos EUA para construir reactores nucleares para data centers."