KKR launches $10 billion（約1.6兆円） AI infrastructure company backed by Nvidia and Vistra to meet surging demand for data-center capacity.

What happened: KKR, Kuwait Investment Authority, Nvidia, and utility firm Vistra launched Helix Digital Infrastructure with more than $10 billion（約1.6兆円） in committed capital. The company is led by former Amazon Web Services CEO Adam Selipsky and will finance the build-out of AI infrastructure, with Nvidia providing data-center design expertise and Vistra serving as the preferred power provider.

Why it matters: U.S. data-center construction for AI has strained power supply and created a shortage of electronics components, slowing facility development that Big Tech needs for AI ambitions. Growing project costs are making private equity a funding source for the industry—Helix's launch reflects how alternative asset managers are stepping in to fill this financing gap.

What to watch: Helix can add additional institutional investors after founding commitments close. KKR's infrastructure platform already manages over $100 billion（約16兆円） in assets, including more than $70 billion（約11兆円） across digital and power, giving the company significant backing for expansion.