Done Selling Shovels: Nvidia's 3 Billion Bet on AI's Power Bottleneck
What the Nvidia-Lancium Deal Actually Is On August 24, Nvidia announced a strategic investment in Lancium, the Texas energy infrastructure company that built the Abilene campus anchoring the Stargate buildout. The press release is careful with the details. It confirms the investment. It does not say how much. But the shape of the deal leaked two and a half weeks earlier. The Information...
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