Despite concerns over power and resource constraints, a number of notable transactions and partnerships have captured recent headlines, further underscoring the growing appetite for digital infrastructure and artificial intelligence (AI).

Perhaps most notable was when KKR and Energy Capital Partners (ECP), the largest private owner of power generation and renewables in the United States, launched a $50 billion strategic partnership aimed at accelerating the development of data center and power generation and transmission infrastructure for the rapid expansion of AI and cloud computing globally.

In their announcement, the firms pointed out advancements in AI are fueling an unprecedented demand for data centers. However, a limited availability of reliable power is impeding the strategic goals of the world’s largest technology companies, enterprises and governments looking to deploy AI. A single planned data center campus regularly exceeds 1 gigawatt of power demand and