Nvidia Named Cornerstone Partner in KKR’s $10B AI Infrastructure Venture; SpaceX Locks $30B GPU Deal
NVDA•KKR launched Helix Digital Infrastructure backed by over $10B in commitments with Nvidia as a cornerstone strategic partner for its DSX AI factory-aligned systems. In parallel, SpaceX agreed to sell Google 110,000 Nvidia GPUs under a $30B cloud services deal generating $920M monthly revenue from October 2026 to June 2029.
1. KKR Launches Helix Digital Infrastructure
KKR launched Helix Digital Infrastructure on June 11 with over $10B in committed capital. Nvidia will serve as the cornerstone strategic partner, supplying its DSX AI factory-aligned infrastructure. Helix’s leadership team includes former AWS CEO Adam Selipsky as CEO and KKR’s Waldemar Szlezak as CIO.
2. SpaceX Secures $30B GPU Supply Deal
SpaceX disclosed a $30B cloud services agreement with Google to supply 110,000 Nvidia GPUs and related hardware. The contract requires Google to pay $920M per month from October 2026 through June 2029, offering Nvidia predictable multiyear revenue tied to its GPU shipments.
3. Implications for Nvidia
These partnerships highlight surging demand for integrated AI infrastructure and boost Nvidia’s recurring revenue visibility. Participation in Helix and the SpaceX-Google GPU deal further cements Nvidia’s leadership in AI data center systems and accelerates its growth prospects in hyperscale markets.
