KKR Doubles Private Debt Deals to $80 Billion as AI Spending Explodes
KKR has expanded its private investment-grade financing business this year, with deal activity reaching more than twice last year’s level.
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The surviving company will focus on innovation in its fixed-line, media, and enterprise businesses, while the newly established company will aim to expand Korea’s leading AI data center (AIDC) infrastructure. Based on
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KKR has expanded its private investment-grade financing business this year, with deal activity reaching more than twice last year’s level.
Fortress Investment co-CEO Jack Neumark is warning private credit lenders not to chase AI infrastructure deals out of fear of missing out.
Realty Income will retain 51% ownership of a 54-property European net lease venture while KKR invests €528 million for 49%, with KKR's returns capped at 6.3%-6.5% IRR. The deal reflects Realty Income's shift toward private capital funding, with public equity comprising only 18% of first-half 2026 investments versus a historical 47% average. The company raised its 2026 investment guidance to $10 billion, and the venture is expected to close September 30.
Retail investors can gain exposure to Anthropic before the IPO through other publicly traded companies like Amazon, Salesforce and more.
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