Samsung Commits $1.0 Billion to AI Infrastructure Firm Backed by KKR, Nvidia

Samsung has committed $1.0 billion to Helix Digital Infrastructure, an AI infrastructure company backed by KKR and Nvidia, bringing the platform's total secured capital to more than $11 billion. The investment will support Helix's strategy of delivering next-generation data centers, power generation and transmission to meet growing AI demand. A KKR-led consortium established Helix in June with anchor investors including Nvidia, the Kuwait Investment Authority and Vistra. Adam Selipsky, chief executive and co-founder of Helix, called Samsung's commitment a vote of confidence in the firm's ability to meet unprecedented demand from hyperscalers. Tech giants such as Microsoft, Amazon, Meta and Google parent Alphabet have spent hundreds of billions on the AI build-out, with their AI capital spending reaching $410 billion last year, nearly triple the 2022 level. Estimates by economist Stijn van Nieuwerburgh published by the Brookings Institution project investment in data centers and related AI infrastructure will total $10.3 trillion over 2025-32. Helix expects to leverage Samsung's capabilities across advanced technology, construction, energy storage and cooling to support AI infrastructure development at scale. South Korean companies have committed massive funds to capitalize on the AI boom, with Samsung Electronics and SK Hynix planning to invest over $520 billion in a southwest semiconductor hub as part of a $2 trillion government-led initiative.

KKR has also invested directly in South Korea's AI infrastructure. In April, the asset manager agreed to invest $820 million in IT services group Samsung SDS to fund AI infrastructure, platforms, and services. Waldemar Szlezak, chief investment officer at Helix and global head of digital infrastructure at KKR, noted that South Korea and Japan are large and important markets for hyperscalers. Helix is looking to provide long-dated, patient capital while maintaining a disciplined approach to investments. In July, KKR and SK Inc. agreed to launch a $1.3 billion renewable-energy platform in South Korea, followed by a $2.2 billion commitment to SK Telecom's new AI data-center company. KKR has invested approximately $9 billion across its Korean strategies since 2009 and over $75 billion globally in digital and power infrastructure.

In September, KKR teamed up with Singapore telecom operator Singtel to acquire ST Telemedia Global Data Centres in a deal valuing the company at $10.9 billion. The company continues to expand AI investments in Asia-Pacific.

Samsung ha comprometido 1.000 millones de dólares a Helix Digital Infrastructure, una empresa de infraestructura de IA respaldada por KKR y Nvidia, llevando el capital total asegurado de la plataforma a más de 11.000 millones. La inversión apoyará la estrategia de Helix de entregar centros de datos de próxima

三星已承诺10亿美元投资Helix Digital Infrastructure，这是一家由KKR和Nvidia支持的AI基础设施公司，使平台总筹资超过110亿美元。这项投资将支持Helix交付下一代数据中心、发电和输电，以满足日益增长的AI需求。由KKR主导的联盟于6月成立Helix，其中包括Nvidia、科威特投资局和Vistra作为锚定投资者。Helix首席执行官兼联合创始人Adam Selipsky称，三星的承诺是对公司满足超大规模企业前所未有需求能力的信任。微软、亚马逊、Meta和Alphabet母公司谷歌等科技巨头在AI建设上花费了数千亿美元，去年AI资本支出达到4100亿美元，近乎2022年的三倍。经济学家Stijn van Nieuwerburgh的估计，由布鲁金斯学会发表，预计2025-32年间数据中心和相关AI基础设施的总投资将达到10.3万亿美元。Helix计划利用三星在先进技术、建筑、能源存储和冷却方面的能力，支持规模化的AI基础设施开发。韩国公司已承诺投入巨额资金抓住AI浪潮，三星电子和SK海力士计划作为政府主导的2万亿美元计划的一部分，在西南半导体中心投资超过5200亿美元。KKR也直接投资了韩国的AI基础设施。4月，该资产管理公司同意投资1.3亿美元的IT服务公司三星SDS，以资助AI基础设施、平台和服务。Helix首席投资官Waldemar Szlezak以及KKR全球数字基础设施负责人指出，韩国和日本是超大规模企业的重要市场。Helix旨在提供长期、耐心的资本，同时保持对投资的纪律性方法。7月，KKR和SK Inc.同意在韩国启动13亿美元的可再生能源平台，随后承诺向SK Telecom新的AI数据中心公司投资22亿美元。KKR自2009年以来在韩国的策略中投资了约90亿美元，全球在数字和电力基础基础。9月，KKR与新加坡电信运营公司Singtel收购ST Telemedia Global Data Centers，交易估值109亿美元。公司继续在亚太地区扩大AI投资。