August 8, according to The Information, Nvidia has agreed to invest $2 billion in power infrastructure developer Lancium, and has committed to an additional $1 billion after the company secures more planned power resources, bringing the total deal size to up to $3 billion. Lancium is the power infrastructure supplier behind the Stargate AI campus in Texas operated by OpenAI and Oracle. The transaction values Lancium and its portfolio of land and power connection assets at approximately $10 billion in enterprise value, including the investment amount and debt. People familiar with the matter revealed that Nvidia's $2 billion investment will acquire about 20% equity in Lancium. The deal further underscores the importance of power infrastructure in the AI supply chain, as Nvidia is accelerating the build-out of AI data center ecosystem through investments in energy and computing infrastructure.
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Nvidia to Invest $3 Billion in Power Company Lancium, Accelerating AI Data Center Ecosystem
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