Ai Infrastructure

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New KKR Venture Hunts for Deals to Clear Data Center Logjam

By Dakin Campbell · Jun 30, 2026 6:00am PDT
Newly launched AI infrastructure firm Helix Infrastructure Partners is jumping into the AI build-out race, joining a growing group of private equity investors trying to bring new data center space to hyperscalers while demand is still red hot. Helix, backed by investing giant KKR, Nvidia and others and led by former Amazon Web Services chief... Newly launched AI infrastructure firm Helix Infrastructure Partners is jumping into the AI...
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AI Infrastructure

Betting That AI Can Ease AI Infrastructure Pains

By Ann Davis Vaughan · Feb 2, 2026 8:00am PST · 2 comments
Right now, money and attention is focused on building infrastructure for AI. What’s coming next, though, is AI for infrastructure: using the very same technology to make the power and industrial systems we’re building cheaper, better and faster.Since its founding in 2016, venture investor Blue Bear Capital has allocated about $350 million across... Right now, money and attention is focused on building infrastructure for AI. What’s coming next,...
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Fidelity Backs AI Infrastructure Startup at $9 Billion-Plus Valuation

By Cory Weinberg, Kate Clark and Anissa Gardizy · Dec 4, 2023 4:54pm PST · 3 comments
Vast Data, an AI software and storage startup backed by Nvidia, raised a new funding round led by Fidelity Investments and including participation of venture capital firms NEA and Bond. The round values Vast Data at more than $9 billion, people familiar with the matter said, compared to its valuation of $3.7 billion set in 2021. Seven-year-old... Vast Data, an AI software and storage startup backed by Nvidia, raised a new funding round led by...
Art by Clark Miller
AI Infrastructure

Exclusive: Data Center Costs Set to Rise as U.S. States Move to Repeal Tax Breaks

By Ann Davis Vaughan · Aug 2, 2026 10:01am PDT · 1 comment
Governors and legislatures in U.S. states that previously welcomed data centers are suddenly moving to rip away sales tax breaks that could raise the price of every gigawatt of AI computing by several billion dollars, potentially adding 7% or more to equipment costs.In little-noticed moves that sharply accelerated this summer, four states rolled... Governors and legislatures in U.S. states that previously welcomed data centers are suddenly...
Nvidia CEO Jensen Huang introduces the Vera Rubin server racks. Photo by I-Hwa Cheng/Getty Images
AI Infrastructure

Nvidia’s New Rubin Servers Offer Early Relief to Cloud Providers

By Phoebe Liu · Jul 27, 2026 11:14am PDT
Finally, there’s good news for Nvidia customers who have been contending with more and more difficulties getting data centers up and running: Nvidia’s next-generation chips probably won’t be one of them. That’s according to several executives at cloud providers that purchase Nvidia AI servers. They told me that based on their initial tests,... Finally, there’s good news for Nvidia customers who have been contending with more and more...
Oracle co-CEO Clay Magouryk, center, with OpenAI CEO Sam Altman last fall.
AI Infrastructure

Exclusive: Oracle Data Centers Face Multibillion-Dollar Cost Surprises

By Ann Davis Vaughan · Jul 18, 2026 10:04am PDT
Building an AI supercampus increasingly means paying more than you bargained for. Oracle’s attempt to salvage a proposed $165 billion project on the rocks in New Mexico is a recent example. The cloud provider earlier this year was planning to spend billions of dollars to build its own natural-gas plants to power Project Jupiter, a... Building an AI supercampus increasingly means paying more than you bargained for. Oracle’s...