Nvidia to invest up to $3 billion in Lancium, a Blackstone-backed power generation firm providing infrastructure for the Stargate AI compute cluster. Nvidia gains direct ownership stake in power supply backbone for large-scale AI training.

Nvidia to invest up to $3 billion in Lancium, a Blackstone-backed power generation firm providing infrastructure for the Stargate AI compute cluster. Nvidia gains direct ownership stake in power supply backbone for large-scale AI training.

Nvidia vertically integrating into power infrastructure signals structural shift in AI deployment: power availability is now primary constraint; grid coordination becoming core to compute strategy.