Tuesday, August 25, 2026

Nvidia invests in Lancium to power 15GW AI buildout

Nvidia and Blackstone-backed energy infrastructure company Lancium announced a strategic partnership on August 24, making Lancium's site portfolio (4GW already leased with a pipeline of more than 15GW) a deployment platform for Nvidia's full AI factory stack of compute, networking and software. Nvidia also made a strategic investment in Lancium, and the companies will use Nvidia's DSX reference designs, including a grid-responsive power-management design meant to fit more GPUs into a given power budget.

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