Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds
THE SO WHAT
Compute strategy is now power strategy—Nvidia putting up $2B with another $1B contingent into Lancium, the developer behind OpenAI and Ora’s Stargate campus, is a bet on locking in electrons as much as GPUs. If you’re planning large-scale AI buildouts, you need a power and land partner on your vendor list, not just a cloud and chip vendor.
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