
Nvidia and Amazon lock in billions for AI power plants
Nvidia and Amazon are making billion-dollar bets on power infrastructure to fuel AI's computational demands, signaling that energy has become a critical bottleneck for scaling. Nvidia's $3 billion investment in Lancium secures four gigawatts of Texas capacity, while Amazon is constructing a 7.65-gigawatt gas plant that would rank among the nation's highest-emission facilities. These moves reveal how AI's infrastructure race now extends beyond chips and datacenters into the energy grid itself, forcing major players to lock in power supplies years in advance or risk capacity constraints that could slow model training and deployment.85
















