Before and after the US midterm elections, as political uncertainty surrounding AI data center development continues to expand, the core power supply companies participating in the investment have officially confirmed that the progress of the project will be postponed, and uncertainty about Samsung's participation in this investment has increased. US power company Vistra said in a third-quarter results conference call at the beginning of this month that it has adjusted the expected disbursement period for AI infrastructure investment company Helix Digital Infrastructure from this year to 2027. Helix is an AI infrastructure investment platform established by KKR, a global private equity firm, in June. Six subsidiaries, Samsung Electronics, Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marine Insurance, have agreed to invest a total of 1 billion US dollars in Helix. KKR, which is responsible for actual fund management, also did not disclose the progress of actual payments and capital investment related to Helix. At the third quarter results conference call held on the 9th local time, KKR acknowledged that market fluctuations may increase after the US midterm elections, but stated that it will maintain a long-term investment mentality.

Zhitongcaijing · 2d ago
Before and after the US midterm elections, as political uncertainty surrounding AI data center development continues to expand, the core power supply companies participating in the investment have officially confirmed that the progress of the project will be postponed, and uncertainty about Samsung's participation in this investment has increased. US power company Vistra said in a third-quarter results conference call at the beginning of this month that it has adjusted the expected disbursement period for AI infrastructure investment company Helix Digital Infrastructure from this year to 2027. Helix is an AI infrastructure investment platform established by KKR, a global private equity firm, in June. Six subsidiaries, Samsung Electronics, Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marine Insurance, have agreed to invest a total of 1 billion US dollars in Helix. KKR, which is responsible for actual fund management, also did not disclose the progress of actual payments and capital investment related to Helix. At the third quarter results conference call held on the 9th local time, KKR acknowledged that market fluctuations may increase after the US midterm elections, but stated that it will maintain a long-term investment mentality.