Whalesbook
KKR's Raj Agrawal warns of 'excess exuberance' in data centers and AI, stating the firm is selectively investing to manage risks. They are focusing on prime locations, ensuring full insurance, targeting AI models for end-users, and building adaptable facilities. KKR aims to offer 'all-in-one' solutions for hyperscalers, navigating high valuations in a rapidly expanding market.