KKR & Co. & Meta Platforms

KKR & Co.: KKR & Co. is a partner, with co-CEOs Joe Bae and Scott Nuttall emphasizing the importance of delivery. The partnership leverages KKR & Co.'s long-duration capital and infrastructure expertise.

Meta Platforms: Meta entered a deal with BlackRock to finance a data center in Texas, illustrating the parallel AI infrastructure financing activities.

KKR & Co.: KKR is involved in financing data center projects and faces similar risks from community opposition.

Meta Platforms: Meta's data center project in El Paso faces community opposition, and the regulatory environment may complicate its development.

KKR & Co.: KKR & Co. launched BGIN Infrastructure, LLC, contributing anchor investment from its balance sheet and managed vehicles. This move solidifies KKR's position in the AI infrastructure sector, leveraging its extensive infrastructure platform.

Meta Platforms: Meta Platforms is mentioned as a hyperscaler that will benefit from the integrated infrastructure solutions provided by companies like BGIN Infrastructure, LLC.

KKR & Co.: Existing investor in Reliance Industries — Jio.

Meta Platforms: Existing investor in Reliance Industries — Jio; may participate in IPO.

KKR & Co.: KKR & Co.>>> lost ground after Partners Group>>> capped withdrawals from a fund.

Meta Platforms: Meta Platforms>>> was the sole gainer among the Magnificent Seven group of AI-related megacaps.