AI Infrastructure

The Gas Pivot and the Power Bottleneck

Behind the meter gas buildouts for AI data centers confirm that power availability, not capital, now governs where compute gets deployed.

AI Infrastructure

Apr 24, 2026

KKR Makes the Case for Durable AI Infrastructure

Institutional capital is doubling down on compute, power, and connectivity as the defining asset class of this decade.

AI Infrastructure

Sep 16, 2025

The Gas Pivot and the Power Bottleneck

Behind the meter gas buildouts for AI data centers confirm that power availability, not capital, now governs where compute gets deployed.

AI Infrastructure

Apr 24, 2026

KKR Makes the Case for Durable AI Infrastructure

Institutional capital is doubling down on compute, power, and connectivity as the defining asset class of this decade.

AI Infrastructure

Sep 16, 2025