Ai Infrastructure

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The Two New Executives Steering KKR’s $10 Billion AI Infrastructure Bet

By Dakin Campbell · Sep 2, 2026 6:03am PDT
KKR’s new $10 billion AI venture, Helix Digital Infrastructure, has made its first two senior hires under CEO Adam Selipsky, the former Amazon Web Services chief, a person with knowledge of the moves said. The venture, which counts Nvidia among its backers, has tapped Jonathan Lin, former chief business officer at data center operator Equinix,... KKR’s new $10 billion AI venture, Helix Digital Infrastructure, has made its first two senior...
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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...
Google's energy chief, Amanda Peterson Corio. Photo: Erin Beach
AI Infrastructure

Google Energy Chief: Space Data Centers Cost Up to 100 Times More Than Those on Earth

By Amir Efrati · Nov 1, 2026 8:30am PST
Data centers in space could cost up to 100 times as much as those on Earth, Google's head of data center energy said this week, a reality check from a company that itself is testing AI server chips in orbit.“Let’s explore all the terrestrial options before we go extraterrestrial,” Amanda Peterson Corio said at The Information’s WTF summit, ... Data centers in space could cost up to 100 times as much as those on Earth, Google's head of data...
Art by Clark Miller; Nano Banana
AI Infrastructure

Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance

By Ann Davis Vaughan · Oct 25, 2026 8:31am PDT
This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh, raced to design a policy to protect a data center developer from a $1 million-a-day late fee. The developer’s tenant was demanding damages if electricity and facilities weren’t available on time during the first phase of a new... This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance...
Art by Clark Miller; Nano Banana
AI Infrastructure

Neocloud Shakeout Looms, and Nvidia Has a Lot to Lose

By Phoebe Liu · Oct 18, 2026 8:30am PDT
How many young AI cloud providers can the market, and Nvidia, support?That’s one of the big questions after a week in which investors worried about the data center buildout and the risks that its unproven participants, known as neoclouds, are taking. Those risks include loading up on debt (CoreWeave) or trying to go public without much of a... How many young AI cloud providers can the market, and Nvidia, support?That’s one of the big...