After kicking off $50bn AI infrastructure partnership with Energy Capital Partners
Alternative asset manager KKR expects global data center spending to hit $250 billion a year.
Last month, the company announced a $50bn deal with Energy Capital Partners to fund AI infrastructure, including data centers, power generation, and transmission infrastructure.
The US currently has around 16-18GW of data center capacity, Waldemar Szlezak, KKR’s global head of digital infrastructure, estimates. “Over the next three to four years, the 18 gigawatts will likely double, if not triple,” Szlezak told Bloomberg.
Back in 2022, KKR and GIP acquired data center firm CyrusOne for $15bn – the largest data center deal at the time (now second, behind AirTrunk).
“We saw [an] increasing need for data centers globally,” Szlezak said. “We’ve been very much leaning into the sector.”
The company took an $800m stake in Singtel last year, is backing GTR and STT, and has invested in CoolIT, among others. Szlezak said that the company is currently evaluating other deals and acquisitions.
https://www.datacenterdynamics.com/en/news/kkr-predicts-annual-data-center-spend-of-250-billion/