KKR, Nvidia and Vistra Launch $10 Billion AI Infrastructure Company for Hyperscalers

TLDR

• KKR, Nvidia, Vistra, and Kuwait Investment Authority launched Helix Digital Infrastructure with over $10 billion in capital
• Helix will act as a single coordination point for hyperscalers’ data centers, power, connectivity, and related needs
• Former AWS CEO Adam Selipsky will lead the company
• Nvidia will support AI factory infrastructure deployment; Vistra will be the preferred power provider
• Private equity investment in the utilities sector hit $64.59 billion in Q1 2026 alone

KKR, Nvidia, Vistra, and the Kuwait Investment Authority have launched a new company called Helix Digital Infrastructure, backed by more than $10 billion in capital commitments.

The company is designed to be a one-stop shop for AI hyperscalers like Anthropic, Google, and Meta, covering data centers, power, connectivity, and related infrastructure needs.

Helix will be led by Adam Selipsky, the former chief executive of Amazon Web Services. KKR’s global head of digital infrastructure, Waldemar Szlezak, will serve as chief investment officer.

What Each Partner Brings

Nvidia will support the deployment of its DSX AI factory-aligned infrastructure. The goal is to maximize tokens per watt, meaning more AI output for less energy used.

Vistra, an energy company, will serve as the preferred power provider for Helix investments. Access to reliable power has become one of the biggest challenges for AI data center operators.

Kuwait Investment Authority is providing long-duration capital as a founding institutional investor. Helix is open to additional eligible institutional investors after founding commitments close.

KKR shares were up 1.05% at $96.02 in pre-market trading Thursday. Nvidia was up 0.84% to $202.11, and Vistra rose 2.06% to $141.39.

A Growing Trend in Private Equity

This is not the first deal of its kind. Last year, Blackstone and PPL Corp. formed a joint venture to build gas-fired generation stations for data centers, with Blackstone funds investing over $25 billion into Pennsylvania’s digital and energy infrastructure.

KKR itself formed a $50 billion strategic partnership with Energy Capital Partners back in 2024 to develop data center, power, and transmission infrastructure for AI and cloud computing.

The trend is reflected in the broader numbers. Global private equity and venture capital investments in the utilities sector rose more than 50% year-over-year to $69.52 billion in 2025, according to S&P Global Market Intelligence.

Investment has continued to accelerate in 2026. Spending in just the first quarter of this year reached $64.59 billion, nearly matching all of 2025’s total, S&P Global Market Intelligence reported.

Helix aims to invest in and manage hyperscale data center development, power generation, and fiber and connectivity infrastructure as demand for AI computing continues to grow.

The company’s founding commitments are now closed, with the door open to further institutional investment.

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