Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-08-25T21:47:00+00:00
AI developers are constantly demanding more power, fueling the AI boom, which bodes well for Nvidia. Nvidia (NVDA) is becoming more vertically integrated, taking interests in companies that help secure power for data centers, whether from the grid or independent power sources. It is also reportedly in advanced talks to acquire an interest in Cloverleaf Infrastructure, a company that arranges power for data centers. Nvidia also took an equity interest in SoftBank's SB Energy, which was a deal tied to a megacampus in Ohio that OpenAI leased for 20 years. Additionally, Nvidia made a $2 billion investment in Lancium, the power developer behind a campus in Abilene, Texas, where OpenAI rents computing capacity from Oracle. Also Read:Goldman Sachs spots huge twist ahead of Nvidia's earnings Nvidi
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