Brookfield Infrastructure posts transcript of Q2 2026 results call

Brookfield Infrastructure released the Q2 2026 results call transcript, led by CEO Sam Pollock, CFO David Krant, COO Ben Vaughan, Managing Partner Dave Joynt, and Managing Director Lief Williams.

• FFO rose 10% to $702 million, or $0.89 per unit.
• Data segment FFO jumped 36% to $154 million on fiber, developers, and the Intel foundry partnership.
• Capital recycling generated nearly $1.2 billion year-to-date, highlighted by a $1.2 billion IPO of its U.S. colocation data center business; Brookfield kept 64%.
• Management expanded the Bloom Energy framework to $25 billion of total capex.
• An AI data center campus plan in Kentucky targets 1.2 gigawatts of compute capacity.
• Corporate simplification to merge BIP and BIPC into Brookfield Infrastructure Partners Inc. targets Q4 2026; special meetings are set for Oct. 14.