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The deal signals a sizable, multi-year capital deployment and potential revenue/ROIC uplift for BAM's data-center platform; Drax's positive stock reaction suggests energy infrastructure synergies are valued by the market; however, BAM's near-term price movement may depend on funding steps and project milestones.
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Brookfield and Drax have agreed to co-develop a large AI data-center on the Drax Power Station estate in North Yorkshire, aiming for 100 MW at launch in 2028 and more than 1 GW by 2031. The deal contemplates an initial £2.5B investment with total capex potentially above £20B, signaling a major long-term growth opportunity for Brookfield's data-center platform as energy-intensive infrastructure scales.
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