Tech Industry Surges as KKR Launches $10B AI Infrastructure Fund, Roblox Cuts Forecast
The artificial intelligence infrastructure boom accelerated Friday as KKR secured over $10 billion in commitments for a new AI data center company. Meanwhile, Roblox shares plummeted after the gaming platform cut its 2026 bookings forecast due to new safety measures.
KKR's Major AI Infrastructure Play
KKR & Co. has secured more than $10 billion in commitments to launch Helix Digital Infrastructure, a new company that will design, build, own, and operate specialized AI infrastructure, including data centers, power generation, transmission, and connectivity.
Roblox Safety Measures Impact Revenue
Roblox shares fell sharply after the company cut its 2026 bookings forecast, citing the impact of new safety measures, age-based accounts, age verification, and stricter content monitoring.
Broader AI Trends
It's Friday, May 1, 2026 — and the AI infrastructure boom has officially gone into overdrive. Private equity is pouring tens of billions into purpose-built data centers and power plants, hyperscalers are forecasting record-shattering capex, and the race for compute, chips, and clean energy is reshaping everything from Wall Street balance sheets to startup roadmaps.