『KKR's Helix Digital Infrastructure and the $10B AI Power Barbell』のカバーアート

KKR's Helix Digital Infrastructure and the $10B AI Power Barbell

KKR's Helix Digital Infrastructure and the $10B AI Power Barbell

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Three deals this quarter tell the same story: power is the binding constraint on AI growth, and the capital required to control it is rewriting who gets to play. Alex breaks down Helix Digital Infrastructure's $10B coalition, Utilidata's grid-optimization software round, and a Bitcoin miner's pivot to AI compute — and what that barbell structure means for allocators.
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