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Private equity firms, including KKR, Apollo, and Blackstone, are heavily investing in data center infrastructure driven by strong demand for AI and cloud-based applications. The U.S. is experiencing record-low vacancy rates for data centers, prompting significant investments.

KKR recently committed $1.5 billion to Global Technical Realty, a European build-to-suit platform. The investment landscape is characterized by a shortage of power generation, with data center demand projected to grow over 3% annually.

Firms are focusing on long-term contracts and scalable assets in interconnected markets to mitigate risks. Dealmaking remains robust as investors capitalize on the evolving digital infrastructure ecosystem.