Article

KKR, Apollo, Blackstone, and others are investing in data center infrastructure due to record-low vacancy rates and rising demand from AI and cloud applications. KKR committed $1.5 billion to Global Technical Realty, a European data center platform.

The sector faces challenges such as a shortage of power generation and high growth rates, with data center demand expected to exceed 3% annually. The article highlights various strategies, including long-term contracts and multi-pronged investment approaches, indicating a strong future for data center infrastructure.