“We literally have CEOs on public earnings calls saying that their revenue is lower than it would have been because they couldn’t serve all of the demand that they have,” says Adam Selipsky, co-founder and CEO of Helix Digital Infrastructure and former AWS CEO. In this episode of Tech Disruptors, Selipsky and co-founder Waldemar Szlezak, global head of Digital Infrastructure at KKR, speak with Bloomberg Intelligence associate director of research Alexandra Davidov and senior technology analyst Anurag Rana to discuss how Helix is addressing the bottleneck in physical AI scaffolding. They explain why traditional, uncoordinated data-center projects fail, how strategic partnerships with Vistra and Nvidia provide a single-counterparty solution and what it takes to build repeatable, long-term compute capacity at scale.