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)

NVIDIAOn-device

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The percentage is based on available heat signal, not comment count or independent people.

Why it matters

This covers generation capability or on-device inference progress — worth tracking for model efficiency, deployment cost, and application openings.