KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra, announced the launch of Helix Digital Infrastructure (Helix), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand. As building AI infrastructure becomes increasingly complex, Helix will serve as a single coordination point for hyperscalers’ data centres, power, connectivity and related needs.

Founded with anchor investments from investors including KKR, KIA, NVIDIA and Vistra, the Helix strategy has more than $10 billion in total long-duration capital commitments to date. NVIDIA will also serve as a strategic partner to support the deployment of NVIDIA DSX AI factory-aligned infrastructure with a view to maximising tokens per watt, achieving the lowest total cost of ownership and accelerating time to first token for investments pursued by Helix. Vistra, a leading integrated power generation and electricity company with operations across 18 states and Washington, D.C., will be the preferred power provider for Helix investments. Following the closing of the founding commitments, Helix is open to additional eligible institutional investors.

AI is driving the largest infrastructure buildout in modern history, requiring trillions of dollars in investment across data centres, power generation and transmission, connectivity and related infrastructure over the coming decade. The scale and complexity of financing and coordinating this buildout represent a key industry bottleneck, ultimately slowing hyperscalers from delivering the models, services and applications their customers demand. Delivering AI infrastructure requires credible, long-term financial underwriters capable of committing capital consistently. Hyperscalers are also seeking more integrated and repeatable infrastructure solutions that meaningfully reduce the complexity they face in building at unprecedented scale.

KKR launched Helix in response to these challenges. Helix will be positioned as a single, trusted strategic partner to hyperscalers, armed with a long-duration, multi-billion-dollar capital base, and with integrated development capabilities and coordinated execution across AI infrastructure. The company is led by Adam Selipsky, former CEO of Amazon Web Services, who brings first-hand experience scaling the world’s largest cloud business, and deep insight into hyperscaler infrastructure priorities. He is joined by a dedicated management team and Board. Waldemar Szlezak, KKR’s Global Head of Digital Infrastructure, will serve as Helix’s Chief Investment Officer. Helix will seek to invest in and manage assets critical to enabling AI, including hyperscale data centre development and operations; baseload and flexible power generation; transmission and distribution infrastructure; and fibre and connectivity infrastructure, among other assets.

“Large users of digital infrastructure have an urgent need to reduce complexity and unlock new capacity. Helix combines significant long-term capital with the capabilities and expertise to deliver holistic AI infrastructure solutions with speed and scale,” said Adam Selipsky, Co-Founder and CEO of Helix Digital Infrastructure. “Helix is further strengthened by strategic partnerships with NVIDIA and Vistra across technology and power, which we believe will enable the company to deliver the infrastructure that will underpin hyperscalers’ AI strategies for years to come.”