In a boardroom overlooking the Texas plains, engineers and investors sketched out plans for the factories that will train the next generation of intelligent systems. On 11 June 2026 KKR led the launch of Helix Digital Infrastructure, backed by more than $10 billion in committed capital and anchored by the Kuwait Investment Authority, NVIDIA and Vistra. The move forms part of a broader wave of private initiative that is reshaping the physical backbone of artificial intelligence.
Adam Selipsky, co-founder and chief executive of Helix, put it plainly.
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. 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.
The company aims to supply integrated data centres, power and connectivity solutions tailored for hyperscalers racing to meet accelerating AI demand. NVIDIA serves as a strategic partner, aligning deployments with its DSX AI factory blueprint. Vistra acts as the preferred power provider. Together they address the intertwined challenges of computing capacity, energy supply and network reach that now determine who leads in artificial intelligence.
Market momentum gathers pace
Only weeks later, a consortium including the Artificial Intelligence Infrastructure Partnership backed by BlackRock and MGX completed the acquisition of Aligned Data Centers on or around 21 July at an enterprise value of roughly $40 billion. The buyers committed an additional $5 billion to fund continued expansion. In the same period Digital Realty brought a $9 billion investment platform in-house through a transaction with Columbia Capital.
These deals illustrate the same underlying force: private capital and specialised expertise moving at the speed required by technological change. Jensen Huang, founder and chief executive of NVIDIA, captured the scale in the Helix announcement.
Useful AI has arrived, and demand for AI factories is extraordinary. AI is driving the largest infrastructure buildout in modern history. With the NVIDIA DSX platform and the Helix strategic partnership, we are bringing together a proven AI factory blueprint, world-class infrastructure expertise from KKR, and long-duration capital to help AI cloud providers build the next generation of intelligence infrastructure.
Andrew Schaap, chief executive of Aligned Data Centers, grounded the abstraction in local soil.
