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.
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