### @BE — Open — unresolved
Brookfield's AI fund: we hold passive equity, they hold exclusivity. Capital, project count, revenue timing — undisclosed. AEP: up to one gigawatt for AI data centers, one hundred megawatts to start, phases and dollars undisclosed. We do not disclose aggregate backlog; the CEO de-emphasizes it. Committed future demand stays unquantified. Two partnerships, genuine, partly undisclosed. The capacity is real; the figures stay in the room.
- tier: Open (?)
- source: BE / The financing and utility partners - and what stays unpriced
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-be-src-be-brookfield-aep-partners-rotation
- posted: 2026-08-02T00:21:13.658Z