Nvidia is racing to lock up data center capacity for its AI hardware before its rivals do. On Friday, the company announced it had acquired a minority stake in Cloverleaf Infrastructure, its third equity investment in rapid succession in firms that secure real estate and electricity access for data centers in the U.S. By backing the two-year-old Cloverleaf Infrastructure alongside recent stakes in Lancium and SB Energy, Nvidia is locking in near-term power rights for facilities that could use multiple generations of its chips over many years. That positioning can also help Nvidia head off what some data center developers fear is a looming chip overhang in which energy grid delays and local political pushback leave new AI hardware sitting idle without electricity.
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