Nvidia is considering taking an equity stake in Stargate’s power supplier, with the overall valuation possibly reaching $10 billion.

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Bihui News: Nvidia intends to invest in Stargate's electricity supplier, with an overall valuation possibly reaching $10 billion. Stargate is an AI data center initiative promoted by OpenAI, SoftBank, Oracle and others, planning to invest $500 billion in the United States over the next four years. Lancium, which is responsible for the land and power supply facilities of the first Texas campus, is in talks with multiple tech companies to sell minority stakes, and Nvidia has expressed interest. The deal could value Lancium at $7 billion to $10 billion, including corporate debt. Lancium primarily looks for land suitable for building data centers, obtains grid access permits, and constructs substations and other power supply facilities. Tech companies are not only interested in the land but also in the grid access permits and power supply capacity that Lancium has already secured, which can allow large data centers to start construction and get powered up faster.
NVDA-0.70%
ORCL2.61%
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RugWeather
· 5h ago
Nvidia looks set to permanently lock in dominance in computing power—controlling the entire chain from chips to power stations.
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DustyAlpha
· 5h ago
Lancium, as a shovel seller, is actually the most stable; even if the AI bubble bursts, the power station still collects rent.
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BluePeonyDarkroom
· 5h ago
A 7–10 billion valuation buys not just land, but the scarce license of a grid connection permit. The time window is more valuable than money.
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NonceNina
· 5h ago
The choice of Texas is clever; cheap energy, friendly regulation, it's no wonder data centers cluster there.
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SandwichDodger
· 5h ago
OpenAI, SoftBank, Oracle set the stage, Jensen Huang performs, the Stargate game is getting bigger and bigger.
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