Lancium Announces Partnership with NVIDIA to Advance Gigawatt-Scale AI Factory Development Across Its 15+ GW Portfolio

Partnership connects Lancium's power-secured campus pipeline with NVIDIA's AI ecosystem, enabling cloud partners, infrastructure developers, AI native companies and all other NVIDIA ecosystem partners to deploy NVIDIA AI infrastructure at gigawatt scale

THE WOODLANDS, Texas, Aug. 24, 2026 /PRNewswire/ -- Lancium, a leading energy technology and infrastructure company enabling gigawatt-scale AI factory campuses, announced a strategic collaboration with NVIDIA to facilitate deployment of NVIDIA technology across Lancium's growing portfolio. In addition, NVIDIA has made a strategic investment in Lancium, a Blackstone portfolio company backed by significant investments from funds managed by Blackstone Energy Transition Partners (BETP) and Blackstone Multi-Asset Investing (BXMA) (collectively "Blackstone").

Through this partnership, Lancium's AI factory campuses, representing 4 gigawatts of leased capacity and a development pipeline exceeding 15 gigawatts of powered land will serve as strategic deployment sites for NVIDIA's total, full-stack AI factory platform, including accelerated computing, networking, and software. This will give NVIDIA customers and partners access to large-scale, power-ready capacity for demanding AI workloads.

Using NVIDIA DSX reference designs, the companies will accelerate deployments while improving performance per megawatt, time to first token, revenue potential, and cost per token. As part of this effort, Lancium will use NVIDIA DSX MaxLPS to enable up to 40% more GPUs within the same power budget and DSX Flex to adjust AI factory power consumption with the grid, supporting its model of reliable, grid-responsive campuses.

Michael McNamara, CEO and Co-Founder, Lancium: "We have spent years assembling the power, the land, and the infrastructure expertise needed to deliver AI data center capacity at a scale the world has never seen. Partnering with NVIDIA — the definitive technology platform for AI computing — ensures that every campus in our portfolio will be deployed with the industry's most advanced technology and that NVIDIA's customers will have access to the capacity they need to compete and lead in the AI era."

"AI factories are the essential infrastructure of this new industrial era," said Nico Caprez, vice president of global AI infrastructure growth at NVIDIA. "Together with Lancium, we're enabling a new generation of gigawatt-scale, power-ready AI factories – enabling cloud partners, AI natives and AI infrastructure developers deploy the full NVIDIA computing stack faster, operate more efficiently and turn energy into intelligence at unprecedented scale."

Bilal Khan, Senior Managing Director at Blackstone said: "This partnership with NVIDIA is a strong testament to Lancium's position at the epicenter of energy and AI infrastructure – two of Blackstone's highest conviction investment themes. We look forward to continuing to partner with these leading companies to help power the next generation of AI innovation."

About Lancium

Lancium is an energy technology and infrastructure company uniquely positioned to enable the AI data center demand mega-trend. Founded in 2017 and headquartered in The Woodlands, Texas, Lancium designs, develops, and operates gigawatt-scale AI data center campuses that integrate grid interconnects, behind-the-meter generation, and storage resources to deliver reliable, low-cost, and sustainable power at the scale AI demands. Lancium's industry-leading power management expertise enables its campuses to serve as assets to the grid while delivering the compute density that the world's most advanced AI workloads require. Lancium currently has 4 GWs of capacity under lease and a pipeline exceeding 15 GWs of powered land in development. For more information, visit lancium.com.

About Blackstone Energy Transition Partners  
Blackstone Energy Transition Partners is Blackstone's strategy for control-oriented equity investments in energy-related businesses, with a successful long-term record, having invested over $29 billion of equity globally across a broad range of sectors across the energy transition landscape. Our investment philosophy is based on backing exceptional management teams with flexible capital to provide solutions that help energy companies grow and improve performance, thereby delivering more reliable, affordable and cleaner energy to meet the needs of the global community. In the process, we build stronger, larger scale enterprises, create jobs and generate lasting value for our investors, employees and all stakeholders. Further information is available at https://www.blackstone.com/our-businesses/blackstone-energy-transition-partners/.

About Blackstone
Blackstone is the world's largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone's over $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram. 

Certain statements in this press release including, but not limited to, statements as to the benefits, impact, and expectations of the partnership, investment, and future developments are forward-looking statements that involve risks and uncertainties. Actual outcomes may differ materially. Lancium does not undertake any obligation to update forward-looking statements.

SOURCE Lancium LLC