KKR, Nvidia, and the Kuwait Investment Authority launched Helix Digital Infrastructure on June 12, 2026, with over $10 billion in committed capital. The new company aims to bundle data centers, power, and connectivity into a single offering for hyperscalers struggling with AI infrastructure complexity.
Key facts
- Over $10B in long-duration capital commitments.
- Anchor investors: KKR, KIA, Nvidia, Vistra.
- Led by former AWS CEO Adam Selipsky.
- Nvidia DSX AI factory-aligned infrastructure partner.
- Vistra is preferred power provider.
KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra, has announced the launch of Helix Digital Infrastructure, 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 centers, power, connectivity and related needs According to the source.
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 maximizing tokens per watt, achieving 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 centers, power generation and transmission, connectivity and related infrastructure over the coming decade. The scale and complexity of financing and coordinating this buildout represents 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 center development and operations; baseload and flexible power generation; transmission and distribution infrastructure; and fiber and connectivity infrastructure, among other assets.
What to watch
Watch for Helix's first project announcements in H2 2026, likely a multi-gigawatt data center campus co-located with a Vistra power plant. Also track whether additional sovereign wealth funds (e.g., GIC, ADIA) join as limited partners, and if Helix signs a hyperscaler anchor tenant before year-end.
Source: hpcwire.com
