[ Texas just suspended approvals for new data centers, NVIDIA invests in power companies ]
[ Power Opportunities in the Second Half of the Year Should Be Taken Seriously ]
🔵 Nvidia is investing up to $3 billion in Lancium
The transaction corresponds to a business value of approximately $10 billion
First, it acquired about 20% equity for $2 billion
After Lancium reaches grid connection and other nodes, an additional $1 billion will be added
🔵What kind of company is Lancium?
Lancium doesn't sell GPUs; its most valuable asset is the land that has found power and can be connected to the grid
The campus built in Abilene, Texas, is the first large-scale base for Stargate
The project plans for eight data centers, with an estimated full-load power demand of 1.2 GW
🔵 Texas suspends data center approvals
Texas has just suspended approvals for new data centers, requiring audits of projects awaiting grid connection first
Even if the cabinet is packed with Rubin, as long as the power grid doesn't approve, the hash rate remains stuck on paper
🔵 NVIDIA is climbing upward along the bottleneck
GPUs are still the core, but they are also investing in cloud vendors and model companies
Now, even land and power access must be secured
The goal is straightforward: not to let GPU sales fail because of the electrical process
The most valuable asset in AI infrastructure may not be that card, but the one megawatt of power that keeps it powered on on time
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