KKR & Co Inc or KKR, the private equity, real estate, private credit and infrastructure asset management firm, which manages 723 billion USDs of total assets across Credit & Liquid Strategies ($315bn), Private
Equity ($222bn) & Real Assets ($186bn) has staked much of its near term future on investing large portion of its asset under management in artificial intelligence, AI related companies and artificial intelligence, AI data center infrastructure.
KKR buys out mid market technology companies via leveraged buyouts via its private equity funds, invests large portion of its real estate assets under management in artificial intelligence, AI data centers, lends large portion of its private credit assets under management to artificial intelligence, AI technology companies and also finances with private credit the private equity buyouts it does of artificial intelligence, AI technology companies. KKR invests large portion of its infrastructure assets under management in artificial intelligence, AI data centers infrastructure and energy companies that would provide energy for artificial intelligence, AI data center infrastructure.
In short, KKR invests large portion of its newly raised assets under management from the last five years in artificial intelligence, AI.
If artificial intelligence, AI lives up to the current forecasts of Wall Street analysts and investors and Silicon Valley investors and technologists and increases humanity's productivity exponentially, KKR could end up with 430 billion USDs market capitalization.
If artificial intelligence, AI on the other hand flops in changing profoundly how humanity produces goods and services, consumes leisure and generally lives by turning out to be not such a remarkable break-through technology, KKR's market capitalization could fall to 38 billion USDs from KKR's current market capitalization of 101.85 billion USDs, according to Wolfteam Ltd.'s projections and estimates.
The so called hyperscalers or huge technology companies like Microsoft, Amazon, Alphabet and Meta from relatively capital light technology capital expenditure investment companies are becoming very both in relative and absolute terms high capital expenditure companies expected to invest hundreds of billions of USDs in capital expenditure in 2026 alone. This could reset their valuation to more look like hardware, than software companies.
If the artificial intelligence, AI boom turns into a bust the Nasdaq Composite could fall 62 % from its recent all time highs, according to Wolfteam Ltd.'s projections and estimates.
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