Research
The $10 Billion Verdict on AI's Bottleneck: Why KKR's Helix Is Not Another Big Check
John Ian Lau — Technology & AI infrastructure desk For three years, the dominant narrative in AI infrastructure has been chip scarcity. On Thursday, Henry Kravis’s firm quietly announced that the bottleneck has moved — and that the next phase of the buildout will not be financed by hyperscaler balance sheets