Summary

Samsung Electronics and five affiliates announced a combined USD 1 billion investment in Helix Digital Infrastructure, with Samsung Electronics contributing USD 500 million. Helix plans to build across data centres, power infrastructure and fibre networks.

Samsung Electronics and five affiliated companies have announced a combined USD 1 billion investment in Helix Digital Infrastructure, a company established by global investment firm KKR to develop infrastructure for AI services. Samsung Electronics will invest USD 500 million; Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance and Samsung Fire & Marine Insurance will invest the remaining USD 500 million collectively.

The announcement, dated September 29, 2026, positions the investment as part of Helix’s global build-out. Helix launched in June 2026 and is designed to bring together data-centre development and operations with power generation, electricity networks and fibre-optic connectivity.

Helix’s approach combines computing sites with energy infrastructure

Large AI workloads require data centres equipped with specialised computing hardware, along with reliable electricity and cooling. Helix’s stated model reaches beyond building facilities: it aims to combine hyperscale data centres with both baseload and flexible power sources, transmission and distribution infrastructure, and fibre networks.

The company describes its potential services as including GPU-as-a-Service (GPUaaS), colocation and “Sovereign AI”. GPUaaS provides access to graphics processing units through a service rather than requiring each customer to build its own computing infrastructure. Colocation lets customers house their equipment in a data centre operated by another provider. Helix presents the combination as a way for large customers to secure several parts of the infrastructure chain together.

Helix says it plans to secure energy capacity through direct investment and partnerships with energy developers, including founding investor Vistra. Its other founding investors include KKR, the Kuwait Investment Authority and NVIDIA. Helix is led by Adam Selipsky, formerly chief executive of Amazon Web Services, and the announcement says it is assembling a management team from the data-centre and power industries.

Samsung affiliates bring different capabilities

Samsung says the affiliates’ existing businesses could support several parts of this infrastructure stack. Samsung Electronics’ Device Solutions division supplies semiconductors, while its Device eXperience division offers data-centre cooling products, including air-cooling systems and coolant distribution units for liquid cooling, through FläktGroup.

Samsung C&T works as an engineering, procurement and construction contractor on data-centre and power-generation projects. Samsung SDS designs, builds and operates data centres and has entered the GPUaaS business. Samsung SDI makes uninterruptible power supplies and battery backup units, which provide power continuity for servers. The announcement identifies the six affiliates as investors but does not assign specific infrastructure roles to Samsung Life Insurance or Samsung Fire & Marine Insurance.

Samsung says the investment is intended to help its affiliates collaborate with Helix and expand their role from supplying components towards participating in the wider AI infrastructure ecosystem. The announcement is a financial commitment to Helix’s build-out; it does not specify a particular facility, capacity or construction schedule.

Sources