Lancium은 15GW 이상의 부동산 포트폴리오 전반에 걸쳐 기가와트 규모 AI 팩토리 개발을 추진하기 위해 NVIDIA와 파트너십을 체결했습니다.

THE WOODLANDS, Texas, Aug. 24, 2026 — Lancium, a leading energy technology and infrastructure company enabling gigawatt-scale AI factory campuses, announced a strategic collaboration with NVIDIA to facilitate the deployment of NVIDIA technology across its growing portfolio. Concurrently, NVIDIA has made a strategic investment in Lancium, a Blackstone portfolio company backed by significant investments from funds managed by Blackstone Energy Transition Partners (BETP) and Blackstone Multi-Asset Investing (BXMA), collectively referred to as Blackstone.

Through this partnership, Lancium’s AI factory campuses—representing 4 gigawatts of leased capacity and a development pipeline exceeding 15 gigawatts of powered land—will serve as strategic deployment sites for NVIDIA’s full-stack AI factory platform, encompassing accelerated computing, networking, and software. This arrangement provides NVIDIA customers and partners with access to large-scale, power-ready capacity specifically suited for demanding AI workloads. By leveraging NVIDIA DSX reference designs, the companies will accelerate deployments while improving performance per megawatt, time to first token, revenue potential, and cost per token. Lancium will utilize NVIDIA DSX MaxLPS to enable up to 40% more GPUs within the same power budget, alongside DSX Flex to dynamically adjust AI factory power consumption with the grid, reinforcing its operational model of reliable, grid-responsive campuses.

“We have spent years assembling the power, the land, and the infrastructure expertise needed to deliver AI data center capacity at a scale the world has never seen,” said Michael McNamara, CEO and Co-Founder of Lancium. “Partnering with NVIDIA—the definitive technology platform for AI computing—ensures that every campus in our portfolio will be deployed with the industry’s most advanced technology and that NVIDIA’s customers will have access to the capacity they need to compete and lead in the AI era.”

“AI factories are the essential infrastructure of this new industrial era,” said Nico Caprez, vice president of global AI infrastructure growth at NVIDIA. “Together with Lancium, we’re enabling a new generation of gigawatt-scale, power-ready AI factories – enabling cloud partners, AI natives and AI infrastructure developers deploy the full NVIDIA computing stack faster, operate more efficiently and turn energy into intelligence at unprecedented scale.”

Bilal Khan, Senior Managing Director at Blackstone, stated: “This partnership with NVIDIA is a strong testament to Lancium's position at the epicenter of energy and AI infrastructure – two of Blackstone's highest conviction investment themes. We look forward to continuing to partner with these leading companies to help power the next generation of AI innovation.”

Founded in 2017 and headquartered in The Woodlands, Texas, Lancium is uniquely positioned to address the surging demand for AI data center capacity. The company designs, develops, and operates gigawatt-scale AI data center campuses that integrate grid interconnects, behind-the-meter generation, and storage resources to deliver reliable, low-cost, and sustainable power at the scale modern AI requires. Lancium’s industry-leading power management expertise enables its campuses to function as grid assets while delivering the compute density necessary for the world’s most advanced AI workloads. The company currently holds 4 GW under lease and maintains a pipeline exceeding 15 GW of powered land in development. For more information, visit lancium.com.

Blackstone Energy Transition Partners represents Blackstone’s strategy for control-oriented equity investments in energy-related businesses, maintaining a successful long-term track record of over $29 billion in global equity investments across the energy transition landscape. Its investment philosophy centers on backing exceptional management teams with flexible capital to help energy companies grow, improve performance, and deliver more reliable, affordable, and cleaner energy. In doing so, it builds larger-scale enterprises, creates jobs, and generates lasting value for investors, employees, and stakeholders. Further information is available at https://www.blackstone.com/our-businesses/blackstone-energy-transition-partners/.

Blackstone, the world’s largest alternative asset manager, seeks to deliver compelling returns for institutional and individual investors by strengthening its portfolio companies. With over $1.3 trillion in assets under management, Blackstone employs global investment strategies spanning real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries, and hedge funds. Additional information can be found at www.blackstone.com, and the firm can be followed on LinkedIn, X (Twitter), and Instagram (@blackstone).

Certain statements in this press release, including but not limited to those regarding the benefits, impact, and expectations of the partnership, investment, and future developments, constitute forward-looking statements that involve risks and uncertainties. Actual outcomes may differ materially. Lancium does not undertake any obligation to update forward-looking statements.