Helix Digital Infrastructure

AI Infrastructure · Data Centers · Energy

Funding

Samsung commits $1B to KKR-backed AI infrastructure firm Helix

Electricity, not chips, is becoming the real bottleneck for AI growth, pushing tech giants to buy stakes in the power plants that keep data centers running.

• Samsung Electronics and five affiliates will invest a combined $1 billion in Helix Digital Infrastructure, a KKR-backed AI infrastructure company, led by Samsung Electronics' $500 million commitment.
• Helix, launched in June 2026 by KKR, builds hyperscale data centers, power generation, transmission and fiber networks for hyperscalers, and is led by former AWS CEO Adam Selipsky.
• Samsung Electronics puts in $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance and Samsung Fire & Marine Insurance split the remaining $500 million.
• The new commitment adds to more than $10 billion in long-term capital Helix already secured at launch from KKR, Nvidia, the Kuwait Investment Authority and Vistra.
• The deal expands Samsung's role from chip supplier to infrastructure financier, letting it apply cooling systems from its FlaktGroup unit, batteries and construction expertise to data center buildouts.
• Samsung Electronics shares rose 2.13% on the news even as South Korea's benchmark Kospi index fell 0.53%.
• The investment underscores how power availability, not just chip supply, has become the central constraint on scaling AI infrastructure, drawing conglomerates into energy and grid financing.