Here's My Highest Conviction AI Stock to Buy Right Now (HINT: It Recently Partnered with Nvidia)
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By Matt DiLallo – Feb 22, 2026 at 4:03AM ESTKey PointsNvidia has invested in Brookfield's first AI infrastructure fund. Brookfield also launched a new cloud services company that's building with Nvidia's designs.The company also has investments across infrastructure, power, and credit. We’re bullish on these 10 stocks ›NYSE: BNBrookfield CorporationMarket Cap$114BToday's Changeangle-down(-0.43%) $0.20Current Price$45.98Price as of February 20, 2026 at 3:58 PM ETBrookfield Corporation is going all-in to capitalize on the once-in-a-generation AI infrastructure opportunity.AI has the potential to be the most impactful technology in history. It can significantly increase productivity and efficiency, solve complex problems quickly, and help drive medical breakthroughs. However, the technology can only realize its full potential if the world builds the infrastructure to support it. That includes building specialized AI data centers to house racks of Nvidia's (NVDA +1.02%) chips, along with the power-generating capacity to keep these facilities operating around the clock. According to an estimate from Brookfield Corporation (BN 0.43%), the world needs to spend $7 trillion on AI infrastructure over the next decade. The global investment firm is going all-in on AI infrastructure to capitalize on this once-in-a-generation investment opportunity. That's why it's my highest conviction AI stock to buy right now. Image source: Nvidia. The $100 billion AI infrastructure bet Last November, Brookfield launched its inaugural Brookfield AI Infrastructure Fund, aiming to secure $10 billion of equity commitments from investors. At its launch, the fund had already received $5 billion of commitments, including capital from Brookfield and Nvidia. Brookfield aims to leverage the capital raised in this fund, along with co-investor capital and prudent financing, to acquire up to $100 billion in AI infrastructure assets. The company plans to deploy capital to support all aspects of AI infrastructure, including energy, land, data centers, and compute power. One of the fund's initial seed investments is Radiant, a new Nvidia cloud partner launched by Brookfield to provide AI services to companies using the global investment firm's infrastructure. Radiant will build AI factories (specialized AI data centers) based on Nvidia's design. ExpandNYSE: BNBrookfield CorporationToday's Change(-0.43%) $-0.20Current Price$45.98Key Data PointsMarket Cap$114BDay's Range$45.55 - $46.4152wk Range$29.07 - $49.56Volume76KAvg Vol4.6MGross Margin26.37%Dividend Yield0.52% Nvidia CEO Jensen Huang commented on the company's partnership with Brookfield in the press release announcing its investment in the fund. He stated: "AI is transforming every industry, and like electricity, it will require every nation to build the infrastructure to power it. AI infrastructure demands land, power, and purpose-built supercomputers--and our partnership with Brookfield brings all of these elements together in a ready-to-deploy AI cloud." Multiple growth drivers Brookfield's first AI infrastructure fund is only one aspect of its investment in the space. The company also has extensive investments in infrastructure and power through its other funds and listed entities (Brookfield Infrastructure and Brookfield Renewable). Additionally, Brookfield is a leader in credit investments, putting it in a strong position to provide capital to AI infrastructure developers and projects. These and other catalysts drive Brookfield's view that it can grow its earnings per share at a 25% annual rate over the next five years. Despite that robust growth rate, Brookfield currently trades at around $45 per share, a meaningful discount to its estimated value of $68 per share. Brookfield's current plan would grow the value of its shares to $130 by 2030. Ideally positioned to capitalize on the AI infrastructure megatrend Unlike Nvidia, Brookfield might not look like an obvious AI play at first glance. However, it's emerging as a leader in AI infrastructure, as evidenced by its partnership with the semiconductor giant. This strategy positions Brookfield to deliver robust earnings growth in the coming years. That growth potential, along with its attractively priced shares, is why it's my highest conviction AI stock to buy right now. 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He holds an MBA from Liberty University.TMFmd19X@MatthewDiLalloStocks MentionedBrookfield CorporationNYSE: BN$45.98 (0.43%) $0.20NvidiaNASDAQ: NVDA$189.67 (+0.94%) $+1.77Brookfield Infrastructure PartnersNYSE: BIP$38.53 (+1.13%) $+0.43Brookfield Renewable PartnersNYSE: BEP$31.84 (+1.18%) $+0.37Brookfield RenewableNYSE: BEPC$42.81 (+0.82%) $+0.35Brookfield InfrastructureNYSE: BIPC$47.83 (+1.62%) $+0.76*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.