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Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds (The Information)
Nvidia committed $2 billion in investment to Lancium, a power infrastructure developer building the Stargate campus in Texas — a facility co-located with OpenAI and Oracle AI operations — with an additional $1 billion contingent on performance thresholds.
Aug 8, 2026
Equinix Partners with Central Georgia Electric Membership Corporation to Protect Ratepayers
Equinix has entered a 20-year take-or-pay agreement with Central Georgia Electric Membership Corporation to fully fund transmission and power infrastructure for its Hampton, Ga. data center project, shifting capital and operational risk to Equinix while guaranteeing long-term power demand.
Aug 6, 2026
Gravity Acquired by Firefly Capital Management to Support Growing Demand for Critical Power Infrastructure
Gravity Power & Rental, a provider of critical power infrastructure services, was acquired by Firefly Capital Management, an investment firm focused on critical infrastructure, to scale its power-as-a-service platform across the U.S.
Aug 4, 2026