9 Mar 2026
Private equity firm KKR is reportedly in discussions to divest liquid cooling specialist CoolIT, approximately three years after initially acquiring the firm.
Kohlberg Kravis Roberts
AKA kkr
Kohlberg Kravis Roberts maintains a strong focus on global AI infrastructure, deploying significant capital into foundational data center capacity, exemplified by its multi-billion dollar commitment to Compass Datacenters. This strategy directly addresses the critical bottleneck of power availability now shaping compute growth worldwide. KKR's investment signals a long-term view on tangible assets essential for scaling AI capabilities, aligning with broader industry recognition of power constraints.
The firm's infrastructure positioning is characterized by securing large-scale power access, mirroring massive capital expenditure plans from competitors and major tech firms. While heavily invested in physical buildout and operational facilities, KKR is also adjusting its portfolio composition. This is evidenced by reports suggesting KKR is exploring the divestiture of CoolIT, a liquid cooling specialist acquired roughly three years prior.
This potential exit from CoolIT introduces a nuance to KKR's otherwise aggressive infrastructure deployment narrative. It suggests a strategic optimization phase where capital is being recycled from specialized component providers back into core, large-scale assets like data center platforms. KKR remains a key allocator in the AI backbone, balancing strategic asset acquisition with active portfolio management to navigate the industrial phase of infrastructure buildout.
Last updated March 15, 2026
Coverage
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