Nvidia’s reported Lancium stake is a power-grid story, not a chip-launch story.

Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI and Oracle AI campus in Texas, and has agreed to commit another $1…

Nvidia is in talks to invest $1 billion in Lancium for a 30% stake, signaling the chipmaker's push to secure energy supply for AI data centers.

Nvidia plans to invest up to $3 billion in Lancium, aiming to boost power infrastructure for the Stargate data centre project.