Brookfield Renewable Corporation · NYSE:BEPC
Brookfield Renewable — Brookfield — AI Webinar 2025
9 slides from Brookfield Renewable's conference presentation, Jul 10, 2025
Slide 1: Member Briefing: AI Webinar 2025
MEMBER BRIEFING AI Webinar 2025 | Thursday 10th July, 4pm BST WELCOME, MEMBERS The core AI themes Six key points emerged from the discussion between James Johnson, partner at White Emily Domange & Case, Sikander Rashid, head of Europe at Brookfield Asset Management, Ed Diffendal, Network Director co
Slide 2: On technical evolution and risk
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST GUEST SPEAKERS On technical evolution and risk James Johnson Partner White & Case “ The asset managers or operators who have Sikander Rashid Head of Europe operations development Brookfield Asset capabilities, access to the Management “
Slide 3: Hyperscalers, off-takers, backstops
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST Hyperscalers, off-takers, backstops “ The reality is a lot of these AI labs are non-investment grade... one thing to watch out for from an investment standpoint is you “ We’ve seen Oracle step in to may be able to secure a long-term con
Slide 4: Five key points
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST Five key points By Brookfield’s Sikander Rashid 1 2 3 4 5 Massive Scale and Capex Role of Private Capital and Europe Evolution of Asset Classes Cautious Optimism amid Requirements Structuring Expertise n European sovereign ambition: and
Slide 5: On business model and returns
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST On business model and returns KEY FIGURES FROM THIS WEBINAR “ I like to say it’s asymmetrical $30m-$50m/MW $1.5trn Estimated digitalisation opportunity Customer’s investment in data hall (equipment) in a way, because today, if $1trn $10
Slide 6: Five key points
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST Five key points By DigitalBridge's Jon Mauck 1 2 3 4 5 Scale, Capital Requirements Technology, Monetisation Community and Regulatory Investment Distinctions and Cell Towers and Edge and Industry Shifts and Evolving Models Pressures Hist
Slide 7: On geopolitics, data sovereignty and regulation
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST On geopolitics, data sovereignty and regulation “ As the chip ban and various other export restrictions from the US involve some changes, I think that will have Ed Diffendal implications for how AI develops. I think as that ban Partners
Slide 8: Five key points
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST Five key points By Partners Group’s Ed Diffendal 1 2 3 4 5 Evolution of Investment Power Constraints Training vs Inference: Terminal Value and Community, Regulatory Expertise n The US faces a shortage of Geographic Shifts Location and P
Slide 9: Q&A / Meet the Team
MEMBER BRIEFING | AI Webinar 2025 | Thursday 10th July, 4pm BST Q&A MEET THE TEAM We had excellent questions from our audience on the call. They include: We’re your Infrastructure Investor Network team, here to support you with relevant connections and insight EA asked: “What will be more said. “I t