According to a report cited by CNA (中央社), NVIDIA is set to invest up to $3 billion in Lancium, the power infrastructure developer behind the Texas Stargate data center campus. The deal is described as a two-stage structure: NVIDIA will first put in $2 billion to acquire roughly 20% of Lancium's equity, and it "may" add another $1 billion if Lancium meets specific conditions, including grid interconnection milestones (CNA, citing sourced reporting).
Inside.com.tw, citing the same underlying report from The Information published on August 7, corroborates this structure: NVIDIA's total commitment could reach $3 billion, with the first tranche of $2 billion buying about 20% equity, and a further $1 billion contingent on Lancium hitting grid-interconnection thresholds. The consistency between the two Chinese-language sources on the $2B/20%/$1B breakdown suggests the figures trace back to the same original report.
Both sources point to the same valuation figure. CNA reports that The Information estimated the deal implies an enterprise value of roughly $10 billion for Lancium and its asset portfolio, which includes land holdings and power interconnection rights. Inside.com.tw states the same conclusion, noting that "based on the terms of this deal, Lancium's enterprise value — including its land and power interconnection assets — is estimated at approximately $10 billion." No other valuation figures appear in the reporting.
According to CNA, Lancium owns the 1,000-acre Lancium Clean Campus in Abilene, Texas, which the report identifies as the first Stargate campus to become operational. Inside.com.tw describes the same site as spanning more than 1,000 acres and calls Lancium "the operator behind Stargate's first operating data center campus." Both outlets agree Lancium is the entity supplying the power infrastructure for this specific site, distinguishing its role from that of the Stargate consortium members themselves.
CNA describes Stargate as a joint data-center venture between SoftBank, OpenAI, and Oracle. The report notes that U.S. President Trump announced the project in January, stating the companies involved would invest up to $500 billion to build AI infrastructure. Inside.com.tw provides matching detail, specifying the announcement date as January 2025 and confirming the same $500 billion figure for AI infrastructure funding across the SoftBank-OpenAI-Oracle partnership.
CNA reports that Lancium has already received investment from private equity firm Blackstone (黑石集團). The same report states that NVIDIA's capital is expected to help Lancium scale up operations, and that the company is preparing for a possible initial public offering as early as 2027.
Inside.com.tw adds that Lancium is "evaluating" a public listing in 2027, and separately confirms Blackstone's presence on Lancium's shareholder roster. Together, the two reports describe a company that has moved from private equity backing (Blackstone) toward a strategic investor (NVIDIA) while positioning for a public listing within roughly a year and a half of the reported deal date.
| Metric | Value | Source |
|---|---|---|
| Maximum total NVIDIA investment | $3 billion | CNA, Inside.com.tw |
| Initial tranche / equity stake | $2 billion / ~20% | CNA, Inside.com.tw |
| Conditional follow-on tranche | $1 billion | CNA, Inside.com.tw |
| Implied enterprise value | ~$10 billion | CNA, Inside.com.tw |
| Lancium Clean Campus size (Abilene) | 1,000+ acres | CNA, Inside.com.tw |
| Stargate total announced investment | up to $500 billion | CNA, Inside.com.tw |
| Possible Lancium IPO year | 2027 | CNA, Inside.com.tw |
The reported deal structure ties NVIDIA's exposure to Lancium's execution: the $1 billion follow-on tranche is contingent on grid-interconnection milestones rather than committed upfront, according to both CNA and Inside.com.tw. At the same time, the $10 billion enterprise-value estimate sits alongside Lancium's existing Blackstone backing and its single identified operating asset — the 1,000-plus-acre Abilene campus — which both outlets describe as Stargate's first live site within a project whose sponsors have announced up to $500 billion in total AI infrastructure spending. The reported 2027 IPO timeline would follow closely on the heels of this investment, though neither source specifies how NVIDIA's stake would be treated in such a listing.
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