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Nvidia Is Buying a Call Option on Power
Nvidia's reported Lancium investment is a useful signal. In AI infrastructure, the scarce asset is shifting from chips alone to grid access, land, and the right to turn electricity into revenue.
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theinformation.com
Nvidia to Invest Up to $3 Billion in Blackstone-Backed Power Firm Behind Stargate
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…
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cryptobriefing.com
Nvidia could boost Lancium stake to 30% with $1B investment
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.
