Nvidia is preparing to invest up to $3 billion in Lancium, a key partner in the artificial intelligence initiative known as Stargate, according to a report by Handelsblatt citing US trade publication The Information.
The capital injection highlights the chipmaker’s continued strategy of financing the ecosystem that consumes its hardware, rather than relying solely on direct sales to hyperscalers.
This move follows earlier reports that Nvidia was committing $5 billion to a separate AI venture led by former OpenAI researcher Ilya Sutskever.
The investment comes as Nvidia shares have posted their strongest weekly surge in more than a year, driven by optimism around sustained artificial intelligence capital expenditure.
The market has responded positively to signals that demand for Nvidia’s data-center chips remains robust, with investors viewing these strategic partnerships as a hedge against potential cyclicality in direct server sales.
This move follows earlier reports that Nvidia was committing $5 billion to a separate AI venture led by former OpenAI researcher Ilya Sutskever.
Together, these investments illustrate a broader shift in the semiconductor giant’s business model, moving from a pure hardware supplier to a foundational investor in the AI infrastructure stack.